Pinnacle Wealth Planning Services
WGO icon

Pinnacle Wealth Planning Services’s Winnebago Industries WGO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$176K Buy
6,677
+6,609
+9,719% +$199K 0.02% 552
2026
Q2 		$2.12K Sell
68
-1,001
-94% -$30.5K ﹤0.01% 2464
2026
Q1 		$33.1K Sell
1,069
-93
-8% -$3.87K ﹤0.01% 1433
2025
Q4 		$47.1K Buy
+1,162
New +$42.4K ﹤0.01% 1237
2021
Q1 		– Sell
-14
Closed -$1K – 1940
2020
Q4 		$1K Buy
+14
New +$764 ﹤0.01% 2198

Other funds holding WGO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's WGO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Winnebago Industries (WGO) stake by 9,719% in Q3 2026, buying an estimated $199K and bringing the position to 6,677 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #552.

Pinnacle Wealth Planning Services first reported a position in WGO in Q4 2020 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 6,677 shares of Winnebago Industries worth $176K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 6,609 Winnebago Industries shares in Q3 2026, an estimated $199K.
  • Winnebago Industries made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #552 holding.
  • Pinnacle Wealth Planning Services first reported a position in Winnebago Industries in Q4 2020 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.