GSWM
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Golden State Wealth Management’s Molson Coors Class B TAP Stock Holding History

Golden State Wealth Management’s Portfolio TAP Stock Details TAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.59K Buy
153
+82
+115% +$3.9K ﹤0.01% 1171
2025
Q4 		$3.31K Hold
71
– – ﹤0.01% 1309
2025
Q3 		$3.21K Sell
71
-55
-44% -$2.71K ﹤0.01% 1325
2025
Q2 		$6.06K Hold
126
– – ﹤0.01% 1189
2025
Q1 		$7.67K Hold
126
– – ﹤0.01% 1074
2024
Q4 		$7.22K Buy
+126
New +$7.35K ﹤0.01% 1036
2020
Q2 		– Sell
-201
Closed -$8K – 824
2020
Q1 		$8K Buy
+201
New +$10.2K ﹤0.01% 663
2019
Q4 		– Sell
-48
Closed -$3K – 835
2019
Q3 		$3K Hold
48
– – ﹤0.01% 937
2019
Q2 		$2K Hold
48
– – ﹤0.01% 997
2019
Q1 		$3K Buy
+48
New +$2.96K ﹤0.01% 994

Other funds holding TAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return