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Geller Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Geller Advisors’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.44M Buy
126,312
+132
+0.1% +$3.54K 0.23% 29
2024
Q3 		$3.23M Buy
126,180
+24,892
+25% +$619K 0.22% 30
2024
Q2 		$2.56M Buy
101,288
+61,208
+153% +$1.45M 0.19% 33
2024
Q1 		$941K Buy
40,080
+23,659
+144% +$531K 0.08% 79
2023
Q4 		$339K Buy
+16,421
New +$314K 0.03% 182

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geller Advisors's WINN Position: Q4 2024 in Review

Geller Advisors increased its Harbor Long-Term Growers ETF (WINN) stake by 0.1% in Q4 2024, buying an estimated $3.54K and bringing the position to 126,312 shares worth $3.44M. The position accounts for 0.23% of the portfolio, ranked #29.

Geller Advisors first reported a position in WINN in Q4 2023 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold WINN as of Q4 2024.

  • Geller Advisors held 126,312 shares of Harbor Long-Term Growers ETF worth $3.44M as of Q4 2024.
  • Geller Advisors bought 132 Harbor Long-Term Growers ETF shares in Q4 2024, an estimated $3.54K.
  • Harbor Long-Term Growers ETF made up 0.23% of Geller Advisors's portfolio in Q4 2024, its #29 holding.
  • Geller Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.