GSWM
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Golden State Wealth Management’s Zoom ZM Stock Holding History

Golden State Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3K Hold
41
– – ﹤0.01% 1280
2025
Q4 		$3.54K Buy
41
+11
+37% +$926 ﹤0.01% 1296
2025
Q3 		$2.48K Hold
30
– – ﹤0.01% 1355
2025
Q2 		$2.34K Sell
30
-20
-40% -$1.55K ﹤0.01% 1333
2025
Q1 		$3.69K Hold
50
– – ﹤0.01% 1228
2024
Q4 		$4.08K Buy
+50
New +$3.93K ﹤0.01% 1153
2021
Q4 		– Sell
-100
Closed -$26K – 374
2021
Q3 		$26K Buy
+100
New +$33.7K 0.01% 298
2021
Q2 		– Hold
0
– – – 319
2020
Q2 		– Sell
-550
Closed -$80K – 958
2020
Q1 		$80K Buy
+550
New +$54.3K 0.04% 286
2019
Q3 		– Sell
-100
Closed -$8K – 1151
2019
Q2 		$8K Buy
+100
New +$8.23K ﹤0.01% 797

Other funds holding ZM

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return