GSWM
WTRG icon

Golden State Wealth Management’s Essential Utilities WTRG Stock Holding History

Golden State Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Buy
+700
New +$27.6K ﹤0.01% 830
2020
Q2 		– Sell
-86
Closed -$4K – 929
2020
Q1 		$4K Buy
+86
New +$4.06K ﹤0.01% 794
2019
Q4 		– Sell
-86
Closed -$4K – 974
2019
Q3 		$4K Hold
86
– – ﹤0.01% 903
2019
Q2 		$3K Hold
86
– – ﹤0.01% 954
2019
Q1 		$3K Buy
+86
New +$3.03K ﹤0.01% 999

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return