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 Q2	$259	Buy	+3	New	+$429	﹤0.01%	1562

Other funds holding VCX

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Golden State Wealth Management opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 3 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #1562 among its holdings.

9 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

Golden State Wealth Management held 3 shares of Fundrise Innovation Fund worth $259 as of Q2 2026.
Fundrise Innovation Fund was a new Golden State Wealth Management position in Q2 2026.
Fundrise Innovation Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1562 holding.
9 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

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