Position in HLN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$67,922
-$28,654 QoQ
Shares Held
7,280
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 140 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Golden State Wealth Management, LLC holds $159,168 across 13 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
7,280 | $67,922 | |
| 2 | ALKS |
Alkermes plc.
|
650 | $34,056 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
183 | $30,842 | |
| 4 | ZTS |
Zoetis Inc.
|
227 | $16,312 | |
| 5 | VTRS |
Viatris Inc
|
372 | $5,907 | |
| 6 | PRGO |
PERRIGO Co plc
|
144 | $1,496 | |
| 7 | LNTH |
Lantheus Holdings, Inc.
|
10 | $1,109 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
27 | $936 |
All Filings in HLN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,922 | 7,280 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $96,576 | 9,648 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $73,155 | 7,236 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,674 | 7,656 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $28,216 | 2,721 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,490 | 1,311 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,506 | 1,311 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||