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Golden State Wealth Management’s Vistra VST Stock Holding History

Golden State Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
796
+466
+141% +$72.3K 0.01% 509
2026
Q1 		$49.6K Sell
330
-15
-4% -$2.43K 0.01% 684
2025
Q4 		$55.7K Hold
345
– – 0.01% 665
2025
Q3 		$67.6K Hold
345
– – 0.01% 595
2025
Q2 		$66.9K Buy
345
+322
+1,400% +$47.6K 0.01% 578
2025
Q1 		$2.7K Buy
23
+8
+53% +$1.2K ﹤0.01% 1275
2024
Q4 		$2.07K Buy
+15
New +$2.08K ﹤0.01% 1251

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Golden State Wealth Management increased its Vistra (VST) stake by 141% in Q2 2026, buying an estimated $72.3K and bringing the position to 796 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #509.

Golden State Wealth Management first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Golden State Wealth Management held 796 shares of Vistra worth $126K as of Q2 2026.
  • Golden State Wealth Management bought 466 Vistra shares in Q2 2026, an estimated $72.3K.
  • Vistra made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Golden State Wealth Management first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • 1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

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