Golden State Wealth Management, LLC

Position in CERT — Certara, Inc.

CIK 1776033 SANTA ANA, CA

Position in CERT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$713

+$92 QoQ

Shares Held

109

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#219

of 240 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $12,624 across 7 Health Information Services names. CERT ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	54	$9,583
2	TEM	Tempus AI, Inc.	27	$1,564
3	CERT	Certara, Inc. This page	109	$713
4	HQY	Healthequity, Inc.	4	$361
5	SDGR	Schrodinger, Inc.	15	$243
6	GDRX	GoodRx Holdings, Inc.	50	$144
7	TDOC	Teladoc Health, Inc.	2	$16

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713	109	0.0%	Shares	Sole	2026-07-22
2026-03-31	$621	109	0.0%	Shares	Sole	2026-04-28
2025-12-31	$960	109	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,331	109	0.0%	Shares	Sole	2025-11-03
2025-06-30	$1,275	109	0.0%	Shares	Sole	2025-08-06
2025-03-31	$1,079	109	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,160	109	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.