GSWM
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Golden State Wealth Management’s Venture Global Inc VG Stock Holding History

Golden State Wealth Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46
Closed -$474 – 1674
2025
Q1 		$474 Buy
+46
New +$670 ﹤0.01% 1511

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's VG Position: Q2 2025 in Review

Golden State Wealth Management sold out of Venture Global Inc (VG) in Q2 2025, closing a stake of 46 shares — an estimated $474 sold.

Golden State Wealth Management first reported a position in VG in Q1 2025 and held it in 1 quarter. The position peaked at $474 in Q1 2025. 171 funds tracked by Wall St. Rank hold VG as of Q2 2025.

  • Golden State Wealth Management reported no remaining Venture Global Inc position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 46 Venture Global Inc shares in Q2 2025, an estimated $474.
  • Golden State Wealth Management first reported a position in Venture Global Inc in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Venture Global Inc position peaked at $474 in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Venture Global Inc as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.