Position in BX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$5,843,101
-$1,973,030 QoQ
Shares Held
50,814
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Golden State Wealth Management, LLC holds $11,580,961 across 64 Asset Management names. BX ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
This page
|
50,814 | $5,843,101 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
287,296 | $1,608,857 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
55,239 | $815,880 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,369 | $709,633 | |
| 5 | BLK |
BlackRock, Inc.
|
236 | $226,963 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
4,964 | $200,893 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,770 | $163,725 | |
| 8 | CION |
CION Investment Corp
|
19,638 | $134,323 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,843,101 | 50,814 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,816,131 | 50,708 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,621,261 | 50,461 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,194,740 | 54,785 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,121,916 | 58,105 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,047,258 | 58,272 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $8,452,046 | 66,583 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $8,863,732 | 68,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,566,171 | 65,035 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,265,238 | 64,497 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,679,515 | 62,787 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,547,458 | 70,166 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,305,460 | 63,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,751,911 | 66,218 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,146,939 | 47,113 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||