Golden State Wealth Management
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Golden State Wealth Management’s Fundrise Innovation Fund VCX Stock Holding History

Golden State Wealth Management’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$89 Hold
3
– – ﹤0.01% 1544
2026
Q2 		$259 Buy
+3
New +$429 ﹤0.01% 1562

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Golden State Wealth Management's VCX Position: Q3 2026 in Review

Golden State Wealth Management held its Fundrise Innovation Fund (VCX) position steady in Q3 2026 at 3 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Golden State Wealth Management first reported a position in VCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $259 in Q2 2026. 18 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

  • Golden State Wealth Management held 3 shares of Fundrise Innovation Fund worth $89 as of Q3 2026.
  • Golden State Wealth Management left its Fundrise Innovation Fund share count unchanged in Q3 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1544 holding.
  • Golden State Wealth Management first reported a position in Fundrise Innovation Fund in Q2 2026 and has held it in 2 quarters since.
  • Golden State Wealth Management's Fundrise Innovation Fund position peaked at $259 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.