GSWM
SWX icon

Golden State Wealth Management’s Southwest Gas SWX Stock Holding History

Golden State Wealth Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-551
Closed -$47.9K – 1696
2026
Q1 		$47.9K Sell
551
-55
-9% -$4.69K 0.01% 696
2025
Q4 		$48.5K Hold
606
– – 0.01% 696
2025
Q3 		$47.5K Hold
606
– – 0.01% 691
2025
Q2 		$45.1K Hold
606
– – 0.01% 672
2025
Q1 		$43.5K Buy
606
+551
+1,002% +$40.8K 0.01% 620
2024
Q4 		$3.89K Buy
+55
New +$4.09K ﹤0.01% 1158
2020
Q4 		– Sell
-1,040
Closed -$66K – 407
2020
Q3 		$66K Buy
+1,040
New +$69.5K 0.02% 307
2020
Q2 		– Sell
-1,040
Closed -$72K – 848
2020
Q1 		$72K Buy
+1,040
New +$74.8K 0.03% 297

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Golden State Wealth Management's SWX Position: Q2 2026 in Review

Golden State Wealth Management sold out of Southwest Gas (SWX) in Q2 2026, closing a stake of 551 shares — an estimated $47.9K sold.

Golden State Wealth Management first reported a position in SWX in Q1 2020 and held it in 8 quarters. The position peaked at $72K in Q1 2020. 412 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • Golden State Wealth Management reported no remaining Southwest Gas position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 551 Southwest Gas shares in Q2 2026, an estimated $47.9K.
  • Golden State Wealth Management first reported a position in Southwest Gas in Q1 2020 and held it in 8 quarters.
  • Golden State Wealth Management's Southwest Gas position peaked at $72K in Q1 2020.
  • 412 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.