GSWM
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Golden State Wealth Management’s Weyerhaeuser WY Stock Holding History

Golden State Wealth Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.67K Buy
273
+3
+1% +$75 ﹤0.01% 1169
2025
Q4 		$6.41K Buy
270
+2
+0.7% +$46 ﹤0.01% 1199
2025
Q3 		$6.65K Buy
268
+2
+0.8% +$51 ﹤0.01% 1191
2025
Q2 		$6.83K Buy
266
+3
+1% +$79 ﹤0.01% 1164
2025
Q1 		$7.73K Buy
263
+1
+0.4% +$30 ﹤0.01% 1072
2024
Q4 		$7.38K Buy
+262
New +$8.18K ﹤0.01% 1029
2020
Q2 		– Sell
-370
Closed -$6K – 930
2020
Q1 		$6K Buy
+370
New +$9.73K ﹤0.01% 720
2019
Q4 		– Sell
-464
Closed -$13K – 978
2019
Q3 		$13K Buy
464
+3
+0.7% +$78 ﹤0.01% 701
2019
Q2 		$12K Buy
461
+2
+0.4% +$51 ﹤0.01% 717
2019
Q1 		$12K Buy
+459
New +$11.6K ﹤0.01% 748

Other funds holding WY

BlackRock
BlackRock New York $5.72T 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return