TWD
GO icon

True Wealth Design’s Grocery Outlet GO Stock Holding History

True Wealth Design’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 		$9.29K Buy
+931
New +$7.66K ﹤0.01% 1085
2026
Q1 		– Sell
-85
Closed -$859 – 2760
2025
Q4 		$859 Buy
85
+62
+270% +$780 ﹤0.01% 1766
2025
Q3 		$370 Buy
+23
New +$367 ﹤0.01% 2105
2024
Q4 		– Sell
-4,293
Closed -$75.3K – 1425
2024
Q3 		$75.3K Buy
+4,293
New +$81.2K 0.03% 81

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

True Wealth Design's GO Position: Q2 2026 in Review

True Wealth Design opened a new position in Grocery Outlet (GO) in Q2 2026: 931 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: True Wealth Design previously reported a position in GO as recently as Q4 2025.

True Wealth Design first reported a position in GO in Q3 2024 and has held it in 4 quarters since. The position peaked at $75.3K in Q3 2024. 245 funds tracked by Wall St. Rank hold GO as of Q2 2026.

  • True Wealth Design held 931 shares of Grocery Outlet worth $9.29K as of Q2 2026.
  • Grocery Outlet was a new True Wealth Design position in Q2 2026.
  • Grocery Outlet made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1085 holding.
  • True Wealth Design first reported a position in Grocery Outlet in Q3 2024 and has held it in 4 quarters since.
  • True Wealth Design's Grocery Outlet position peaked at $75.3K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.