PWMG
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Private Wealth Management Group’s Winnebago Industries WGO Stock Holding History

Private Wealth Management Group’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
Q1 		$1.55K Hold
50
– – ﹤0.01% 1157
2025
Q4 		$2.03K Hold
50
– – ﹤0.01% 1075
2025
Q3 		$1.67K Hold
50
– – ﹤0.01% 1167
2025
Q2 		$1.45K Buy
+50
New +$1.64K ﹤0.01% 1179
2025
Q1 		– Sell
-74
Closed -$3.54K – 1595
2024
Q4 		$3.54K Hold
74
– – ﹤0.01% 880
2024
Q3 		$4.3K Hold
74
– – ﹤0.01% 788
2024
Q2 		$4.01K Buy
74
+68
+1,133% +$4.19K ﹤0.01% 790
2024
Q1 		$444 Sell
6
-17
-74% -$1.16K ﹤0.01% 1465
2023
Q4 		$1.68K Buy
+23
New +$1.48K ﹤0.01% 1055

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CB
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VCM
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MRCP
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State Street
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return