Golden State Wealth Management’s WEX WEX Stock Holding History

Golden State Wealth Management’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423	Hold	3	–	–	﹤0.01%	1550
2026 Q1	$459	Hold	3	–	–	﹤0.01%	1522
2025 Q4	$447	Hold	3	–	–	﹤0.01%	1595
2025 Q3	$473	Hold	3	–	–	﹤0.01%	1578
2025 Q2	$441	Hold	3	–	–	﹤0.01%	1502
2025 Q1	$471	Hold	3	–	–	﹤0.01%	1512
2024 Q4	$526	Buy	+3	New	+$563	﹤0.01%	1427
2020 Q2	–	Sell	-4	Closed	–	–	945
2020 Q1	$0	Buy	+4	New	+$747	﹤0.01%	1013
2019 Q4	–	Sell	-4	Closed	-$1K	–	959
2019 Q3	$1K	Hold	4	–	–	﹤0.01%	1049
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1164
2019 Q1	$1K	Buy	+4	New	+$676	﹤0.01%	1085

Other funds holding WEX

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Golden State Wealth Management held its WEX (WEX) position steady in Q2 2026 at 3 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Golden State Wealth Management first reported a position in WEX in Q1 2019 and has held it in 11 quarters since. The position peaked at $1K in Q3 2019. 417 funds tracked by Wall St. Rank hold WEX as of Q2 2026.

Golden State Wealth Management held 3 shares of WEX worth $423 as of Q2 2026.
Golden State Wealth Management left its WEX share count unchanged in Q2 2026.
WEX made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1550 holding.
Golden State Wealth Management first reported a position in WEX in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's WEX position peaked at $1K in Q3 2019.
417 funds tracked by Wall St. Rank held WEX as of Q2 2026.

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