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 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 -164,109	-41%	-$4.4M	1.24%	12
2024 Q3	$10.3M	Buy	402,131 +56,533	+16%	+$1.41M	5.42%	2
2024 Q2	$8.74M	Buy	+345,598	New	+$8.19M	1.82%	6

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $105M AUM

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 $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Golden State Equity Partners's WINN Position: Q1 2026 in Review

Golden State Equity Partners increased its Harbor Long-Term Growers ETF (WINN) stake by 144% in Q1 2026, buying an estimated $3.23M and bringing the position to 184,254 shares worth $5.11M. The position accounts for 0.39% of the portfolio, ranked #45.

Golden State Equity Partners first reported a position in WINN in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q3 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Golden State Equity Partners held 184,254 shares of Harbor Long-Term Growers ETF worth $5.11M as of Q1 2026.
Golden State Equity Partners bought 108,792 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $3.23M.
Harbor Long-Term Growers ETF made up 0.39% of Golden State Equity Partners's portfolio in Q1 2026, its #45 holding.
Golden State Equity Partners first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 8 quarters since.
Golden State Equity Partners's Harbor Long-Term Growers ETF position peaked at $10.3M in Q3 2024.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.