GoalFusion Wealth Management’s REalloys Inc ALOY Stock Holding History

GoalFusion Wealth Management’s Portfolio ALOY Stock Details ALOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,000	Closed	-$127K	–	34
2026 Q1	$127K	Sell	13,000 -14,500	-53%	-$185K	0.06%	30
2025 Q4	$223K	Sell	27,500 -9,167	-25%	-$75.8K	0.1%	27
2025 Q3	$217K	Hold	36,667	–	–	0.1%	28
2025 Q2	$216K	Buy	+36,667	New	+$144K	0.11%	27
2025 Q1	–	Sell	-36,667	Closed	-$80.7K	–	28
2024 Q4	$80.7K	Hold	36,667	–	–	0.04%	28
2024 Q3	$91.7K	Hold	36,667	–	–	0.05%	28
2024 Q2	$99K	Hold	36,667	–	–	0.06%	31
2024 Q1	$92.4K	Hold	36,667	–	–	0.06%	29
2023 Q4	$103K	Hold	36,667	–	–	0.07%	29
2023 Q3	$101K	Buy	+36,667	New	+$105K	0.07%	28
2022 Q4	–	Sell	-36,667	Closed	-$109K	–	22
2022 Q3	$109K	Hold	36,667	–	–	0.1%	17
2022 Q2	$217K	Buy	+36,667	New	+$346K	0.2%	16

Other funds holding ALOY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GoalFusion Wealth Management's ALOY Position: Q2 2026 in Review

GoalFusion Wealth Management sold out of REalloys Inc (ALOY) in Q2 2026, closing a stake of 13,000 shares — an estimated $127K sold.

GoalFusion Wealth Management first reported a position in ALOY in Q2 2022 and held it in 12 quarters. The position peaked at $223K in Q4 2025. 106 funds tracked by Wall St. Rank hold ALOY as of Q2 2026.

GoalFusion Wealth Management reported no remaining REalloys Inc position as of Q2 2026 after selling out during the quarter.
GoalFusion Wealth Management sold 13,000 REalloys Inc shares in Q2 2026, an estimated $127K.
GoalFusion Wealth Management first reported a position in REalloys Inc in Q2 2022 and held it in 12 quarters.
GoalFusion Wealth Management's REalloys Inc position peaked at $223K in Q4 2025.
106 funds tracked by Wall St. Rank held REalloys Inc as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.