GSWM
W icon

Golden State Wealth Management’s Wayfair W Stock Holding History

Golden State Wealth Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6K Hold
115
– – ﹤0.01% 1108
2026
Q1 		$8.65K Sell
115
-100
-47% -$9.05K ﹤0.01% 1118
2025
Q4 		$21.6K Buy
+215
New +$20.7K ﹤0.01% 905

Other funds holding W

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Golden State Wealth Management held its Wayfair (W) position steady in Q2 2026 at 115 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Golden State Wealth Management first reported a position in W in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.6K in Q4 2025. 64 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Golden State Wealth Management held 115 shares of Wayfair worth $10.6K as of Q2 2026.
  • Golden State Wealth Management left its Wayfair share count unchanged in Q2 2026.
  • Wayfair made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1108 holding.
  • Golden State Wealth Management first reported a position in Wayfair in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Wayfair position peaked at $21.6K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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