KF
GO icon

Krilogy Financial’s Grocery Outlet GO Stock Holding History

Krilogy Financial’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
Q3 		$125K Sell
10,507
-2,644
-20% -$28.2K ﹤0.01% 1045
2026
Q2 		$131K Buy
+13,151
New +$108K ﹤0.01% 993

Other funds holding GO

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Krilogy Financial's GO Position: Q3 2026 in Review

Krilogy Financial reduced its Grocery Outlet (GO) stake by 20% in Q3 2026, selling an estimated $28.2K and leaving 10,507 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Krilogy Financial first reported a position in GO in Q2 2026 and has held it in 2 quarters since. The position peaked at $131K in Q2 2026. 14 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • Krilogy Financial held 10,507 shares of Grocery Outlet worth $125K as of Q3 2026.
  • Krilogy Financial sold 2,644 Grocery Outlet shares in Q3 2026, an estimated $28.2K.
  • Grocery Outlet made up ﹤0.01% of Krilogy Financial's portfolio in Q3 2026, its #1045 holding.
  • Krilogy Financial first reported a position in Grocery Outlet in Q2 2026 and has held it in 2 quarters since.
  • Krilogy Financial's Grocery Outlet position peaked at $131K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.