Golden State Wealth Management, LLC SRPT SAREPTA THERAPEUTICS

Ownership history in Golden State Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported SAREPTA THERAPEUTICS (SRPT) in 8 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows SRPT at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRPT 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 SAREPTA THERAPEUTICS, 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
2025 Q3

SRPT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 2025 Q3

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.

How Golden State Wealth Management, LLC held SRPT — position size vs. price
% of Fund (quarterly)    SRPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 64 0% 0.00% $1K 2025-11-03 $24.45
2025 Q2 REDUCED 56.5% +10.1% 64 -83 -56.5% 0.00% $1K 2025-08-06 $16.26
2025 Q1 ADDED 147 +28 +23.5% 0.00% $9K 2025-04-23 $59.49
2024 Q4 ADDED 119 +94 +376.0% 0.00% $14K 2025-01-28 $117.51
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Golden State Wealth Management, LLC and SRPT

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 SRPT?

Golden State Wealth Management, LLC reported SRPT across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for SRPT was 0.00% in 2024 Q4.

What is the latest reported SRPT position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 64 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SRPT ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly SRPT 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 SRPT position?

Based on 13F filing dates vs. subsequent SRPT price moves, Golden State Wealth Management, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on SRPT relative to SPY over the holding period was -63.6%.

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