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
Q3 		$12.7K Buy
1,131
+200
+21% +$2.13K ﹤0.01% 982
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

RSC
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
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's GO Position: Q3 2026 in Review

True Wealth Design increased its Grocery Outlet (GO) stake by 21% in Q3 2026, buying an estimated $2.13K and bringing the position to 1,131 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

True Wealth Design first reported a position in GO in Q3 2024 and has held it in 5 quarters since. The position peaked at $75.3K in Q3 2024. 14 funds tracked by Wall St. Rank hold GO as of Q3 2026.

  • True Wealth Design held 1,131 shares of Grocery Outlet worth $12.7K as of Q3 2026.
  • True Wealth Design bought 200 Grocery Outlet shares in Q3 2026, an estimated $2.13K.
  • Grocery Outlet made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #982 holding.
  • True Wealth Design first reported a position in Grocery Outlet in Q3 2024 and has held it in 5 quarters since.
  • True Wealth Design's Grocery Outlet position peaked at $75.3K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Grocery Outlet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.