Golden State Wealth Management »

Phunware shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Phunware (PHUN) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Phunware

Tip: Access up to 7 years of quarterly data

All positions including Phunware held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phunware by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $550 200 2.75
2025-06-30 $634 200 3.17
2025-03-31 $590 200 2.95
2024-12-31 $1.0k 200 5.20

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Phunware

Vanguard Group
BlackRock
Geode Capital Management
Citadel Advisors
State Street Corporation
Cantor Fitzgerald, L. P.
UBS Group
Morgan Stanley
Jane Street
Bridgeway Capital Management
Northern Trust
Wolverine Trading
Susquehanna International
Marshall Wace
Group One Trading

View all funds holding Phunware