Golden State Wealth Management, LLC
Position in CARR — CARRIER GLOBAL Corp
CIK 1776033
SANTA ANA, CA
Position in CARR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$51,345
+$11,928 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,407
of 1,624 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $400,446 across 7 Building Products & Equipment names. CARR ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
1,640 | $239,620 | |
| 2 | TT |
Trane Technologies plc
|
106 | $52,062 | |
| 3 | CARR |
CARRIER GLOBAL Corp
This page
|
700 | $51,345 | |
| 4 | MAS |
Masco Corp /De/
|
415 | $33,768 | |
| 5 | AWI |
Armstrong World Industries Inc
|
140 | $22,458 | |
| 6 | CSL |
Carlisle Companies Inc
|
2 | $725 | |
| 7 | MAIR |
Madison Air Solutions Corp
|
12 | $468 |
All Filings in CARR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,345 | 700 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $39,417 | 700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $41,215 | 780 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,013 | 1,089 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $79,703 | 1,089 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $88,062 | 1,389 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $62,457 | 915 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||