Golden State Wealth Management, LLC

Position in VRT — Vertiv Holdings Co

CIK 1776033 SANTA ANA, CA

Position in VRT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,055,124

+$530,095 QoQ

Shares Held

6,138

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#880

of 2,032 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $2,209,720 across 7 Electrical Equipment & Parts names. VRT ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	6,138	$2,055,124
2	HUBB	Hubbell Inc	250	$130,800
3	NVT	nVent Electric plc	81	$13,738
4	BE	Bloom Energy Corp	13	$3,935
5	GWH	ESS Tech, Inc.	2,707	$2,571
6	PLUG	Plug Power Inc	755	$2,046
7	AYI	Acuity Inc. (De)	4	$1,506

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,055,124	6,138	+0.9%	Shares	Sole	2026-07-22
2026-03-31	$1,525,029	6,086	+16.6%	Shares	Sole	2026-04-28
2025-12-31	$845,854	5,221	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$787,489	5,220	-10.5%	Shares	Sole	2025-11-03
2025-06-30	$748,630	5,830	+5.4%	Shares	Sole	2025-08-06
2025-03-31	$399,482	5,533	+40.3%	Shares	Sole	2025-04-24
2024-12-31	$447,964	3,943	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.