Red Spruce Capital’s Grocery Outlet GO Stock Holding History

Red Spruce Capital’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 Q2	$1.27M	Sell	127,234 -1,811	-1%	-$14.9K	0.44%	62
2026 Q1	$910K	Buy	129,045 +282	+0.2%	+$2.45K	0.37%	64
2025 Q4	$1.3M	Buy	128,763 +1,933	+2%	+$24.3K	0.52%	57
2025 Q3	$2.04M	Sell	126,830 -1,193	-0.9%	-$19.1K	0.83%	46
2025 Q2	$1.59M	Sell	128,023 -4,945	-4%	-$70.3K	0.69%	52
2025 Q1	$1.86M	Buy	132,968 +2,044	+2%	+$30.2K	0.87%	43
2024 Q4	$2.04M	Buy	130,924 +12,124	+10%	+$211K	0.91%	38
2024 Q3	$2.08M	Buy	118,800 +28,852	+32%	+$546K	0.95%	39
2024 Q2	$1.99M	Sell	89,948 -610	-0.7%	-$14.5K	0.92%	41
2024 Q1	$2.61M	Buy	+90,558	New	+$2.39M	1.21%	28

Other funds holding GO

Wealth Enhancement Advisory Services

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NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return