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Essential Partners’s Grocery Outlet GO Stock Holding History

Essential Partners’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 		$31.8K Buy
2,830
+61
+2% +$651 0.01% 764
2026
Q2 		$27.6K Buy
+2,769
New +$22.8K 0.01% 786
2026
Q1 		– Sell
-90
Closed -$909 – 2911
2025
Q4 		$909 Sell
90
-371
-80% -$4.67K ﹤0.01% 2061
2025
Q3 		$7.4K Sell
461
-264
-36% -$4.22K ﹤0.01% 1274
2025
Q2 		$9.01K Buy
+725
New +$10.3K ﹤0.01% 877

Other funds holding GO

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's GO Position: Q3 2026 in Review

Essential Partners increased its Grocery Outlet (GO) stake by 2.2% in Q3 2026, buying an estimated $651 and bringing the position to 2,830 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #764.

Essential Partners first reported a position in GO in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • Essential Partners held 2,830 shares of Grocery Outlet worth $31.8K as of Q3 2026.
  • Essential Partners bought 61 Grocery Outlet shares in Q3 2026, an estimated $651.
  • Grocery Outlet made up 0.01% of Essential Partners's portfolio in Q3 2026, its #764 holding.
  • Essential Partners first reported a position in Grocery Outlet in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.