LFG
GO icon

Larson Financial Group’s Grocery Outlet GO Stock Holding History

Larson Financial Group’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 		$1.04K Buy
148
+65
+78% +$565 ﹤0.01% 3140
2025
Q4 		$838 Sell
83
-1,284
-94% -$16.2K ﹤0.01% 3001
2025
Q3 		$21.9K Buy
1,367
+1,035
+312% +$16.5K ﹤0.01% 1595
2025
Q2 		$4.12K Buy
332
+268
+419% +$3.81K ﹤0.01% 2151
2025
Q1 		$895 Sell
64
-7
-10% -$104 ﹤0.01% 2421
2024
Q4 		$1.11K Buy
71
+66
+1,320% +$1.15K ﹤0.01% 2020
2024
Q3 		$88 Buy
+5
New +$95 ﹤0.01% 2557
2021
Q1 		– Sell
-298
Closed -$12K – 872
2020
Q4 		$12K Hold
298
– – ﹤0.01% 466
2020
Q3 		$12K Hold
298
– – ﹤0.01% 411
2020
Q2 		$12K Buy
+298
New +$10.7K 0.01% 357

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
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
BCM
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