Golden State Wealth Management’s W.P. Carey WPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Sell	1,622 -14	-0.9%	-$982	0.01%	495
2025 Q4	$105K	Hold	1,636	–	–	0.01%	508
2025 Q3	$111K	Hold	1,636	–	–	0.01%	482
2025 Q2	$102K	Buy	1,636 +14	+0.9%	+$862	0.01%	474
2025 Q1	$102K	Hold	1,622	–	–	0.02%	436
2024 Q4	$88.4K	Buy	+1,622	New	+$92.4K	0.01%	455
2020 Q4	–	Sell	-2,222	Closed	-$142K	–	425
2020 Q3	$142K	Buy	+2,222	New	+$150K	0.05%	227
2020 Q2	–	Sell	-2,520	Closed	-$143K	–	922
2020 Q1	$143K	Buy	+2,520	New	+$191K	0.06%	198
2019 Q4	–	Sell	-2,326	Closed	-$204K	–	970
2019 Q3	$204K	Sell	2,326 -1,086	-32%	-$92.5K	0.07%	202
2019 Q2	$271K	Buy	3,412 +26	+0.8%	+$2.06K	0.09%	181
2019 Q1	$260K	Buy	+3,386	New	+$244K	0.09%	189

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Golden State Wealth Management's WPC Position: Q1 2026 in Review

Golden State Wealth Management reduced its W.P. Carey (WPC) stake by 0.86% in Q1 2026, selling an estimated $982 and leaving 1,622 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #495.

Golden State Wealth Management first reported a position in WPC in Q1 2019 and has held it in 11 quarters since. The position peaked at $271K in Q2 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Golden State Wealth Management held 1,622 shares of W.P. Carey worth $110K as of Q1 2026.
Golden State Wealth Management sold 14 W.P. Carey shares in Q1 2026, an estimated $982.
W.P. Carey made up 0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #495 holding.
Golden State Wealth Management first reported a position in W.P. Carey in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's W.P. Carey position peaked at $271K in Q2 2019.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.