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Spire Wealth Management’s Grocery Outlet GO Stock Holding History

Spire Wealth Management’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 		$509 Buy
+51
New +$420 ﹤0.01% 2222
2025
Q1 		– Sell
-45
Closed -$702 – 2521
2024
Q4 		$702 Buy
+45
New +$783 ﹤0.01% 2409
2023
Q3 		– Sell
-924
Closed -$28.3K – 2404
2023
Q2 		$28.3K Hold
924
– – ﹤0.01% 1441
2023
Q1 		$26.1K Sell
924
-162
-15% -$4.65K ﹤0.01% 1501
2022
Q4 		$32K Buy
1,086
+13
+1% +$408 ﹤0.01% 1171
2022
Q3 		$36K Hold
1,073
– – ﹤0.01% 1078
2022
Q2 		$46K Sell
1,073
-2,344
-69% -$85.7K ﹤0.01% 1321
2022
Q1 		$112K Sell
3,417
-11,924
-78% -$333K ﹤0.01% 1124
2021
Q4 		$434K Buy
15,341
+3,103
+25% +$79.7K 0.01% 750
2021
Q3 		$264K Sell
12,238
-172
-1% -$4.95K 0.01% 808
2021
Q2 		$430K Sell
12,410
-1,046
-8% -$38.2K 0.01% 650
2021
Q1 		$497K Buy
+13,456
New +$523K 0.01% 670

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's GO Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Grocery Outlet (GO) in Q2 2026: 51 shares worth $509. The stake represents ﹤0.01% of the portfolio and ranks #2222 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in GO as recently as Q4 2024.

Spire Wealth Management first reported a position in GO in Q1 2021 and has held it in 12 quarters since. The position peaked at $497K in Q1 2021. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • Spire Wealth Management held 51 shares of Grocery Outlet worth $509 as of Q2 2026.
  • Grocery Outlet was a new Spire Wealth Management position in Q2 2026.
  • Grocery Outlet made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2222 holding.
  • Spire Wealth Management first reported a position in Grocery Outlet in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's Grocery Outlet position peaked at $497K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.