Golden State Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Golden State Wealth Management’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	$14M	Sell	431,368 -123,186	-22%	-$3.91M	1.28%	13
2026 Q1	$15.4M	Buy	554,554 +31,311	+6%	+$929K	1.68%	10
2025 Q4	$16.3M	Buy	523,243 +34,818	+7%	+$1.09M	1.72%	10
2025 Q3	$15.2M	Sell	488,425 -21,947	-4%	-$660K	1.68%	10
2025 Q2	$14.9M	Sell	510,372 -69,735	-12%	-$1.83M	1.81%	9
2025 Q1	$14.2M	Buy	580,107 +17,762	+3%	+$478K	2.11%	6
2024 Q4	$15.3M	Buy	+562,345	New	+$15.1M	2.29%	7

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 Wealth Management's WINN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 22% in Q2 2026, selling an estimated $3.91M and leaving 431,368 shares worth $14M. The position accounts for 1.28% of the portfolio, ranked #13.

Golden State Wealth Management first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3M in Q4 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Golden State Wealth Management held 431,368 shares of Harbor Long-Term Growers ETF worth $14M as of Q2 2026.
Golden State Wealth Management sold 123,186 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $3.91M.
Harbor Long-Term Growers ETF made up 1.28% of Golden State Wealth Management's portfolio in Q2 2026, its #13 holding.
Golden State Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Harbor Long-Term Growers ETF position peaked at $16.3M in Q4 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.