Golden State Wealth Management, LLC CDL — VICTORYSHARES US

Ownership history in Golden State Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported VICTORYSHARES US (CDL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows CDL at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in VICTORYSHARES US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDL stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held CDL — position size vs. price
% of Fund (quarterly)    CDL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,109 -87 -2.7% 0.03% $232K 2026-04-28 $75.64
2025 Q4 REDUCED — — — 3,196 -115 -3.5% 0.02% $220K 2026-02-13 $76.27
2025 Q3 ADDED — — — 3,311 +14 +0.4% 0.03% $230K 2025-11-03 $66.41
2025 Q2 REDUCED 58.6% +4.9% ❌ 3,297 -4,659 -58.6% 0.03% $220K 2025-08-06 $65.83
2025 Q1 ADDED — — — 7,956 +3,860 +94.2% 0.04% $545K 2025-04-23 $62.17
2024 Q4 INITIATED — — — 4,096 — — 0.04% $268K 2025-01-28 $64.33

🏢 Other funds also holding CDL

As of 2026 Q1 — sorted by position size

Smith Thornton Advisors LLC 0.56% NORTHEAST PLANNING ASSOCIATES, INC. / NH / 0.28% Investors Research Corp 3Y 7Y 0.23% Eagle Bay Advisors LLC 3Y 0.22% VICUS CAPITAL 3Y 7Y 0.05% Fifth Third Wealth Advisors LLC 3Y 0.04% North Star Investment Management Corp. 3Y 7Y 0.02% Private Advisor Group, LLC 3Y 7Y 0.01% Stratos Wealth Partners, LTD. 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Golden State Wealth Management, LLC and CDL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning CDL?

Golden State Wealth Management, LLC reported CDL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CDL position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CDL was 0.04% in 2024 Q4.

What is the latest reported CDL position on this page?

The most recent filing on this page is 2026 Q1, when Golden State Wealth Management, LLC reported 3,109 shares, equal to 0.03% of portfolio, with an estimated market value of $232K.

What does the chart on this CDL ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly CDL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their CDL position?

Based on 13F filing dates vs. subsequent CDL price moves, Golden State Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CDL relative to SPY over the holding period was -1.5%.

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