IFP Advisors’s Grocery Outlet GO Stock Holding History

IFP Advisors’s Portfolio GO Stock Details GO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49	Sell	7 -142	-95%	-$1.23K	﹤0.01%	4830
2025 Q4	$1.5K	Buy	149 +22	+17%	+$277	﹤0.01%	3936
2025 Q3	$2.04K	Buy	127 +116	+1,055%	+$1.85K	﹤0.01%	3684
2025 Q2	$2.7K	Buy	+11	New	+$156	﹤0.01%	3746
2025 Q1	–	Sell	-76	Closed	-$1.19K	–	4470
2024 Q4	$1.19K	Buy	+76	New	+$1.32K	﹤0.01%	3246
2023 Q4	–	Sell	-9	Closed	-$260	–	3169
2023 Q3	$260	Hold	9	–	–	﹤0.01%	3168
2023 Q2	$275	Hold	9	–	–	﹤0.01%	3281
2023 Q1	$257	Sell	9 -1,590	-99%	-$45.6K	﹤0.01%	3255
2022 Q4	$45K	Buy	1,599 +883	+123%	+$27.7K	﹤0.01%	2312
2022 Q3	$22K	Buy	716 +663	+1,251%	+$27K	﹤0.01%	2996
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	4126
2022 Q1	$2K	Buy	+53	New	+$1.48K	﹤0.01%	4124
2020 Q4	–	Sell	-4,061	Closed	-$164K	–	3410
2020 Q3	$160K	Buy	4,061 +124	+3%	+$5.11K	0.01%	784
2020 Q2	$166K	Buy	+3,937	New	+$141K	0.01%	743

Other funds holding GO

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return