Golden State Equity Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

Golden State Equity 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
2026 Q2	–	Sell	-184,254	Closed	-$5.11M	–	1749
2026 Q1	$5.11M	Buy	184,254 +108,792	+144%	+$3.23M	0.39%	45
2025 Q4	$2.35M	Sell	75,462 -83,042	-52%	-$2.6M	0.38%	48
2025 Q3	$4.94M	Sell	158,504 -20,919	-12%	-$629K	0.83%	19
2025 Q2	$5.23M	Sell	179,423 -40,836	-19%	-$1.07M	0.97%	16
2025 Q1	$5.4M	Sell	220,259 -17,763	-7%	-$478K	1.07%	12
2024 Q4	$6.48M	Sell	238,022 -483,522	-67%	-$13M	1.24%	12
2024 Q3	$18.5M	Buy	721,544 +375,946	+109%	+$9.36M	2.88%	4
2024 Q2	$8.74M	Buy	+345,598	New	+$8.19M	1.82%	6

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Golden State Equity Partners's WINN Position: Q2 2026 in Review

Golden State Equity Partners sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 184,254 shares — an estimated $5.11M sold.

Golden State Equity Partners first reported a position in WINN in Q2 2024 and held it in 8 quarters. The position peaked at $18.5M in Q3 2024. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Golden State Equity Partners reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 184,254 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $5.11M.
Golden State Equity Partners first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Harbor Long-Term Growers ETF position peaked at $18.5M in Q3 2024.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.