Position in GO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$508
-$194 QoQ
Shares Held
51
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 242 holders
Holding Since
Mar 2021
12 quarters on record
Common Shares in GO Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $1,721,049 across 2 Grocery Stores names. GO ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
30,984 | $1,720,541 | |
| 2 | GO |
Grocery Outlet Holding Corp.
This page
|
51 | $508 |
All Filings in GO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508 | 51 | Shares | Sole | 2026-07-15 | |
| 2024-12-31 | $702 | 45 | Shares | Sole | 2025-01-24 | |
| 2023-06-30 | $28,283 | 924 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $26,112 | 924 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $31,700 | 1,086 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $35,720 | 1,073 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $45,741 | 1,073 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $112,009 | 3,417 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $433,843 | 15,341 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $263,973 | 12,238 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $430,130 | 12,410 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $496,391 | 13,456 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||