Golden State Wealth Management, LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1776033
SANTA ANA, CA
Position in EDU
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$734
-$172 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 169 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $71,366 across 4 Education & Training Services names. EDU ranks #3 (1.0% of the industry book) .
All Filings in EDU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734 | 16 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $906 | 16 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $880 | 16 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,485 | 28 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,510 | 28 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $1,026 | 16 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||