Golden State Wealth Management, LLC
Position in PENN — PENN Entertainment, Inc.
CIK 1776033
SANTA ANA, CA
Position in PENN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,097
+$21 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Golden State Wealth Management, LLC holds $270,475 across 9 Resorts & Casinos names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCRI |
Monarch Casino & Resort Inc
|
666 | $87,652 | |
| 2 | LVS |
Las Vegas Sands Corp
|
1,422 | $65,682 | |
| 3 | BYD |
Boyd Gaming Corp
|
609 | $53,792 | |
| 4 | MGM |
MGM Resorts International
|
538 | $25,721 | |
| 5 | RRR |
Red Rock Resorts, Inc.
|
276 | $17,956 | |
| 6 | MTN |
Vail Resorts Inc
|
100 | $13,615 | |
| 7 | WYNN |
Wynn Resorts Ltd
|
50 | $4,854 | |
| 8 | CZR |
Caesars Entertainment, Inc.
|
23 | $694 |
All Filings in PENN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,097 | 73 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,076 | 73 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,405 | 73 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,055 | 115 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,201 | 135 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,675 | 135 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||