GSWM
USAR

Golden State Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Golden State Wealth Management’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$11K – 1702
2025
Q2 		$11K Buy
+1,000
New +$10.6K ﹤0.01% 1057

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DCM
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UBS Group
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BlackRock
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Vanguard Group
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Renaissance Technologies
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LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Golden State Wealth Management's USAR Position: Q3 2025 in Review

Golden State Wealth Management sold out of USA Rare Earth Inc (USAR) in Q3 2025, closing a stake of 1,000 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in USAR in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 139 funds tracked by Wall St. Rank hold USAR as of Q3 2025.

  • Golden State Wealth Management reported no remaining USA Rare Earth Inc position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1,000 USA Rare Earth Inc shares in Q3 2025, an estimated $11K.
  • Golden State Wealth Management first reported a position in USA Rare Earth Inc in Q2 2025 and held it in 1 quarter.
  • Golden State Wealth Management's USA Rare Earth Inc position peaked at $11K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.