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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
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

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Golden State Wealth Management's WINN Position: Q1 2026 in Review

Golden State Wealth Management increased its Harbor Long-Term Growers ETF (WINN) stake by 6% in Q1 2026, buying an estimated $929K and bringing the position to 554,554 shares worth $15.4M. The position accounts for 1.68% of the portfolio, ranked #10.

Golden State Wealth Management first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Golden State Wealth Management held 554,554 shares of Harbor Long-Term Growers ETF worth $15.4M as of Q1 2026.
  • Golden State Wealth Management bought 31,311 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $929K.
  • Harbor Long-Term Growers ETF made up 1.68% of Golden State Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Golden State Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Harbor Long-Term Growers ETF position peaked at $16.3M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

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