Golden State Wealth Management’s TrueCar TRUE Stock Holding History

Golden State Wealth Management’s Portfolio TRUE Stock Details TRUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-530	Closed	-$1.2K	–	1726
2025 Q4	$1.2K	Buy	+530	New	+$1.14K	﹤0.01%	1482

Other funds holding TRUE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Golden State Wealth Management's TRUE Position: Q1 2026 in Review

Golden State Wealth Management sold out of TrueCar (TRUE) in Q1 2026, closing a stake of 530 shares — an estimated $1.2K sold.

Golden State Wealth Management first reported a position in TRUE in Q4 2025 and held it in 1 quarter. The position peaked at $1.2K in Q4 2025. 1 fund tracked by Wall St. Rank holds TRUE as of Q1 2026.

Golden State Wealth Management reported no remaining TrueCar position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 530 TrueCar shares in Q1 2026, an estimated $1.2K.
Golden State Wealth Management first reported a position in TrueCar in Q4 2025 and held it in 1 quarter.
Golden State Wealth Management's TrueCar position peaked at $1.2K in Q4 2025.
1 fund tracked by Wall St. Rank held TrueCar as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.