Global Retirement Partners’s Winnebago Industries WGO Stock Holding History

Global Retirement Partners’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
2025 Q4	$16.2K	Hold	400	–	–	﹤0.01%	2957
2025 Q3	$13.4K	Hold	400	–	–	﹤0.01%	2576
2025 Q2	$11.6K	Buy	+400	New	+$13.1K	﹤0.01%	2544
2024 Q4	–	Sell	-7	Closed	-$407	–	3790
2024 Q3	$407	Sell	7 -14	-67%	-$802	﹤0.01%	3306
2024 Q2	$1.14K	Hold	21	–	–	﹤0.01%	3128
2024 Q1	$1.55K	Hold	21	–	–	﹤0.01%	2839
2023 Q4	$1.41K	Hold	21	–	–	﹤0.01%	2793
2023 Q3	$1.24K	Hold	21	–	–	﹤0.01%	2709
2023 Q2	$1.4K	Hold	21	–	–	﹤0.01%	2672
2023 Q1	$1.27K	Sell	21 -5	-19%	-$305	﹤0.01%	2654
2022 Q4	$1.37K	Hold	26	–	–	﹤0.01%	2492
2022 Q3	$2K	Buy	+26	New	+$1.51K	﹤0.01%	2327
2022 Q2	–	Sell	-10	Closed	–	–	2907
2022 Q1	$0	Buy	+10	New	+$646	﹤0.01%	2805
2020 Q3	–	Sell	-100	Closed	-$7K	–	1732
2020 Q2	$7K	Buy	+100	New	+$5.11K	﹤0.01%	1223

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Global Retirement Partners's WGO Position: Q4 2025 in Review

Global Retirement Partners held its Winnebago Industries (WGO) position steady in Q4 2025 at 400 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Global Retirement Partners first reported a position in WGO in Q2 2020 and has held it in 14 quarters since. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

Global Retirement Partners held 400 shares of Winnebago Industries worth $16.2K as of Q4 2025.
Global Retirement Partners left its Winnebago Industries share count unchanged in Q4 2025.
Winnebago Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2957 holding.
Global Retirement Partners first reported a position in Winnebago Industries in Q2 2020 and has held it in 14 quarters since.
252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.