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Global Retirement Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

Global Retirement Partners’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
2025
Q4 		$34.6K Buy
1,113
+270
+32% +$8.46K ﹤0.01% 2577
2025
Q3 		$26.3K Hold
843
– – ﹤0.01% 2267
2025
Q2 		$24.6K Buy
+843
New +$22.1K ﹤0.01% 2181
2024
Q4 		$5.44K Buy
+200
New +$5.36K ﹤0.01% 2643

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Global Retirement Partners increased its Harbor Long-Term Growers ETF (WINN) stake by 32% in Q4 2025, buying an estimated $8.46K and bringing the position to 1,113 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Global Retirement Partners first reported a position in WINN in Q4 2024 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold WINN as of Q4 2025.

  • Global Retirement Partners held 1,113 shares of Harbor Long-Term Growers ETF worth $34.6K as of Q4 2025.
  • Global Retirement Partners bought 270 Harbor Long-Term Growers ETF shares in Q4 2025, an estimated $8.46K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2577 holding.
  • Global Retirement Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q4 2025.

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