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 Q2	$31K	Buy	809 +109	+16%	+$4.16K	﹤0.01%	850
2026 Q1	$28.2K	Buy	+700	New	+$27.6K	﹤0.01%	830
2020 Q2	–	Sell	-86	Closed	-$4K	–	953
2020 Q1	$4K	Buy	+86	New	+$4.06K	﹤0.01%	794
2019 Q4	–	Sell	-86	Closed	-$4K	–	973
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 New York $6.73T AUM 46.02% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Golden State Wealth Management increased its Essential Utilities (WTRG) stake by 16% in Q2 2026, buying an estimated $4.16K and bringing the position to 809 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Golden State Wealth Management first reported a position in WTRG in Q1 2019 and has held it in 6 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Golden State Wealth Management held 809 shares of Essential Utilities worth $31K as of Q2 2026.
Golden State Wealth Management bought 109 Essential Utilities shares in Q2 2026, an estimated $4.16K.
Essential Utilities made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #850 holding.
Golden State Wealth Management first reported a position in Essential Utilities in Q1 2019 and has held it in 6 quarters since.
700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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