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 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

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return