Golden State Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1776033
SANTA ANA, CA
All Filings in CGCV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,247 | 9,453 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,912,490 | 64,156 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,685,975 | 55,296 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||