Back to SYM
Golden State Wealth Management, LLC → SYM
Golden State Wealth Management, LLC SYM Position History
Symbotic Inc. • Technology
Quarters held
5
Latest value
$602K
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $2.3M |
| Q1 2026 | $878K |
| Q2 2026 | $698K |
| Q3 2026 | $602K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $602K | 12.2K | — | — |
| Q2 2026 | $698K | 13.2K | — | — |
| Q1 2026 | $878K | 19.6K | — | — |
| Q4 2025 | $2.3M | 51.0K | — | — |
| Q3 2025 | $2.3M | 52.4K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M