Geller Advisors LLC WINN — HARBOR ETF TRUST

Ownership history in Geller Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Geller Advisors LLC reported HARBOR ETF TRUST (WINN) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows WINN at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WINN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geller Advisors LLC's position in HARBOR ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

WINN was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WINN stock page Geller Advisors LLC fund profile Geller Advisors LLC full holdings
How Geller Advisors LLC held WINN — position size vs. price
% of Fund (quarterly)    WINN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED — — — 126,312 +132 +0.1% 0.23% $3.4M 2025-02-14 (Est.) $28.61
2024 Q3 ADDED — — — 126,180 +24,892 +24.6% 0.22% $3.2M 2024-11-15 $26.32
2024 Q2 ADDED — — — 101,288 +61,208 +152.7% 0.19% $2.6M 2024-08-13 $24.26
2024 Q1 ADDED — — — 40,080 +23,659 +144.1% 0.08% $941K 2024-05-14 $23.43
2023 Q4 INITIATED — — — 16,421 — — 0.03% $339K 2024-02-14 $23.05

🏢 Other funds also holding WINN

As of 2026 Q1 — sorted by position size

AUCTUS ADVISORS LLC 36.13% Grant Street Asset Management, Inc. 3Y 12.58% Towneley Capital Management, Inc / DE 6.63% Leisure Capital Management 3Y 7Y 4.63% Birchwood Financial Partners, Inc. 3.22% Smart Portfolios, LLC 3Y 7Y 1.79% Golden State Wealth Management, LLC 3Y 1.68% Lantz Financial LLC 3Y 7Y 1.47% Archford Capital Strategies, LLC 3Y 7Y 1.17% Proactive Wealth Strategies LLC 1.13%

FAQ About Geller Advisors LLC and WINN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geller Advisors LLC reported owning WINN?

Geller Advisors LLC reported WINN across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported WINN position in Geller Advisors LLC's portfolio?

The largest reported portfolio weight for WINN was 0.23% in 2024 Q4.

What is the latest reported WINN position on this page?

The most recent filing on this page is 2024 Q4, when Geller Advisors LLC reported 126,312 shares, equal to 0.23% of portfolio, with an estimated market value of $3.4M.

What does the chart on this WINN ownership page compare?

The chart compares Geller Advisors LLC's quarterly WINN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Geller Advisors LLC time their WINN position?

Based on 13F filing dates vs. subsequent WINN price moves, Geller Advisors LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on WINN relative to SPY over the holding period was +0.2%.

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