GSWM
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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
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 – – 920
2020
Q1 		$0 Buy
+4
New +$747 ﹤0.01% 1014
2019
Q4 		– Sell
-4
Closed -$1K – 960
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

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