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Hennessy Fds Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hennessy Fds Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 530 32.67
2025-06-30 $16k 530 30.87
2025-03-31 $16k 530 29.82
2024-12-31 $16k 530 30.34

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 Hennessy Fds Tr

Stance Capital
BlackRock
Robertson Stephens Wealth Management
Wealth Enhancement Advisory Services
Gts Securities
LPL Financial
Cetera Investment Advisers
Mesirow Financial Investment Management International Equity
Morgan Stanley
Nbc Securities
UBS Group
FMR
Horizon Financial Services
Royal Bank of Canada
Atlantic Trust

View all funds holding Hennessy Fds Tr