PWMG
GO icon

Private Wealth Management Group’s Grocery Outlet GO Stock Holding History

Private Wealth Management 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 		– Sell
-53
Closed -$536 – 1493
2025
Q4 		$536 Buy
+53
New +$667 ﹤0.01% 1393
2025
Q1 		– Sell
-67
Closed -$1.05K – 1525
2024
Q4 		$1.05K Buy
67
+5
+8% +$87 ﹤0.01% 1290
2024
Q3 		$1.09K Sell
62
-54
-47% -$1.02K ﹤0.01% 1258
2024
Q2 		$2.57K Buy
116
+92
+383% +$2.18K ﹤0.01% 963
2024
Q1 		$691 Sell
24
-17
-41% -$448 ﹤0.01% 1377
2023
Q4 		$1.11K Buy
+41
New +$1.15K ﹤0.01% 1228

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