Position in TNCAF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$20,748
+$20,748 QoQ
Shares Held
313
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
of 385 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TNCAF Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,540,725 across 15 Oil & Gas Midstream names. TNCAF ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
8,291 | $616,352 | |
| 2 | ENB |
Enbridge Inc
|
5,508 | $298,588 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,622 | $169,904 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
4,358 | $139,325 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
402 | $96,082 | |
| 6 | ET |
Energy Transfer LP
|
3,270 | $62,522 | |
| 7 | PBA |
Pembina Pipeline Corp
|
1,000 | $46,250 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
1,877 | $45,554 |
All Filings in TNCAF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,748 | 313 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | — | 311 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,432 | 310 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,082 | 309 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,991 | 309 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | — | 334 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,674 | 334 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $96 | 14 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||