GoalVest Advisory’s AGNT Inc AGNT Stock Holding History

GoalVest Advisory’s Portfolio AGNT Stock Details AGNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.13K	Hold	580	–	–	﹤0.01%	647
2026 Q2	$3.14K	Hold	580	–	–	﹤0.01%	415
2026 Q1	$3.47K	Hold	580	–	–	﹤0.01%	411
2025 Q4	$5.25K	Hold	580	–	–	﹤0.01%	472
2025 Q3	$6.18K	Hold	580	–	–	﹤0.01%	353
2025 Q2	$5.28K	Hold	580	–	–	﹤0.01%	324
2025 Q1	$5.67K	Hold	580	–	–	﹤0.01%	288
2024 Q4	$6.68K	Hold	580	–	–	﹤0.01%	298
2024 Q3	$8.17K	Hold	580	–	–	﹤0.01%	334
2024 Q2	$6.54K	Hold	580	–	–	﹤0.01%	286
2024 Q1	$5.99K	Hold	580	–	–	﹤0.01%	337
2023 Q4	$9K	Hold	580	–	–	﹤0.01%	258
2023 Q3	$9.42K	Hold	580	–	–	﹤0.01%	296
2023 Q2	$11.8K	Hold	580	–	–	0.01%	240
2023 Q1	$7.36K	Hold	580	–	–	﹤0.01%	194
2022 Q4	$6.43K	Buy	+580	New	+$7.03K	﹤0.01%	196

Other funds holding AGNT

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GoalVest Advisory's AGNT Position: Q3 2026 in Review

GoalVest Advisory held its AGNT Inc (AGNT) position steady in Q3 2026 at 580 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

GoalVest Advisory first reported a position in AGNT in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.8K in Q2 2023. 12 funds tracked by Wall St. Rank hold AGNT as of Q3 2026.

GoalVest Advisory held 580 shares of AGNT Inc worth $2.13K as of Q3 2026.
GoalVest Advisory left its AGNT Inc share count unchanged in Q3 2026.
AGNT Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #647 holding.
GoalVest Advisory first reported a position in AGNT Inc in Q4 2022 and has held it in 16 quarters since.
GoalVest Advisory's AGNT Inc position peaked at $11.8K in Q2 2023.
12 funds tracked by Wall St. Rank held AGNT Inc as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.