Abound Wealth Management’s Winnebago Industries WGO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94	Hold	3	–	–	﹤0.01%	1297
2026 Q1	$93	Sell	3 -1	-25%	-$42	﹤0.01%	1429
2025 Q4	$163	Hold	4	–	–	﹤0.01%	1262
2025 Q3	$134	Hold	4	–	–	﹤0.01%	1255
2025 Q2	$116	Hold	4	–	–	﹤0.01%	1218
2025 Q1	$138	Hold	4	–	–	﹤0.01%	1137
2024 Q4	$192	Sell	4 -5	-56%	-$283	﹤0.01%	1090
2024 Q3	$523	Buy	+9	New	+$515	﹤0.01%	868
2024 Q2	–	Sell	-7	Closed	-$518	–	1317
2024 Q1	$518	Hold	7	–	–	﹤0.01%	889
2023 Q4	$511	Buy	+7	New	+$449	﹤0.01%	914

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

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return