Summit Securities Group
GO icon

Summit Securities Group’s Grocery Outlet GO Stock Holding History

Summit Securities 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
Q3 		$16K Buy
+1,418
New +$15.1K ﹤0.01% 736
2023
Q4 		– Sell
-271
Closed -$8K – 765
2023
Q3 		$8K Buy
+271
New +$8.62K ﹤0.01% 435

Other funds holding GO

Geode Capital Management
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Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Summit Securities Group's GO Position: Q3 2026 in Review

Summit Securities Group opened a new position in Grocery Outlet (GO) in Q3 2026: 1,418 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in GO as recently as Q3 2023.

Summit Securities Group first reported a position in GO in Q3 2023 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • Summit Securities Group held 1,418 shares of Grocery Outlet worth $16K as of Q3 2026.
  • Grocery Outlet was a new Summit Securities Group position in Q3 2026.
  • Grocery Outlet made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #736 holding.
  • Summit Securities Group first reported a position in Grocery Outlet in Q3 2023 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.