Abound Wealth Management’s Grocery Outlet GO Stock Holding History

Abound Wealth Management’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$102	Hold	9	–	–	﹤0.01%	1345
2026 Q2	$90	Hold	9	–	–	﹤0.01%	1305
2026 Q1	$64	Hold	9	–	–	﹤0.01%	1464
2025 Q4	$91	Hold	9	–	–	﹤0.01%	1390
2025 Q3	$145	Hold	9	–	–	﹤0.01%	1235
2025 Q2	$112	Sell	9 -1	-10%	-$14	﹤0.01%	1228
2025 Q1	$140	Sell	10 -2	-17%	-$30	﹤0.01%	1126
2024 Q4	$188	Buy	12 +2	+20%	+$35	﹤0.01%	1094
2024 Q3	$176	Buy	+10	New	+$189	﹤0.01%	1233
2023 Q1	–	Sell	-4	Closed	-$117	–	731
2022 Q4	$117	Buy	+4	New	+$126	﹤0.01%	704

Other funds holding GO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Abound Wealth Management's GO Position: Q3 2026 in Review

Abound Wealth Management held its Grocery Outlet (GO) position steady in Q3 2026 at 9 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Abound Wealth Management first reported a position in GO in Q4 2022 and has held it in 10 quarters since. The position peaked at $188 in Q4 2024. 134 funds tracked by Wall St. Rank hold GO as of Q3 2026.

Abound Wealth Management held 9 shares of Grocery Outlet worth $102 as of Q3 2026.
Abound Wealth Management left its Grocery Outlet share count unchanged in Q3 2026.
Grocery Outlet made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1345 holding.
Abound Wealth Management first reported a position in Grocery Outlet in Q4 2022 and has held it in 10 quarters since.
Abound Wealth Management's Grocery Outlet position peaked at $188 in Q4 2024.
134 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.