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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
2026
Q2 		$12.5K Buy
+400
New +$12.2K ﹤0.01% 3292
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Retirement Partners's WGO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Winnebago Industries (WGO) in Q2 2026: 400 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #3292 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WGO as recently as Q4 2025.

Global Retirement Partners first reported a position in WGO in Q2 2020 and has held it in 15 quarters since. The position peaked at $16.2K in Q4 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Global Retirement Partners held 400 shares of Winnebago Industries worth $12.5K as of Q2 2026.
  • Winnebago Industries was a new Global Retirement Partners position in Q2 2026.
  • Winnebago Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3292 holding.
  • Global Retirement Partners first reported a position in Winnebago Industries in Q2 2020 and has held it in 15 quarters since.
  • Global Retirement Partners's Winnebago Industries position peaked at $16.2K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.