Next Level Wealth Planning’s Graco GGG Stock Holding History

Next Level Wealth Planning’s Portfolio GGG Stock Details GGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.4K	Buy	+370	New	+$28.9K	0.01%	225

Other funds holding GGG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Next Level Wealth Planning's GGG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Graco (GGG) in Q3 2026: 370 shares worth $28.4K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

347 funds tracked by Wall St. Rank hold GGG as of Q3 2026.

Next Level Wealth Planning held 370 shares of Graco worth $28.4K as of Q3 2026.
Graco was a new Next Level Wealth Planning position in Q3 2026.
Graco made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #225 holding.
347 funds tracked by Wall St. Rank held Graco as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.