Golden State Wealth Management, LLC
Position in GLO — Clough Global Opportunities Fund
CIK 1776033
SANTA ANA, CA
Position in GLO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,520
-$25 QoQ
Shares Held
273
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GLO 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. GLO ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
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 GLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,520 | 273 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,545 | 273 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,556 | 273 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,482 | 273 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,334 | 273 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,397 | 273 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $1,957 | 273 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||