GoalVest Advisory’s ASE Group ASX Stock Holding History

GoalVest Advisory’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.87K	Hold	177	–	–	﹤0.01%	484
2026 Q2	$7.99K	Hold	177	–	–	﹤0.01%	356
2026 Q1	$3.84K	Buy	+177	New	+$3.72K	﹤0.01%	407

Other funds holding ASX

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gunderson Capital Management Mt. Pleasant, South Carolina $359M AUM 176.83% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

GoalVest Advisory's ASX Position: Q3 2026 in Review

GoalVest Advisory held its ASE Group (ASX) position steady in Q3 2026 at 177 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

GoalVest Advisory first reported a position in ASX in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.99K in Q2 2026. 114 funds tracked by Wall St. Rank hold ASX as of Q3 2026.

GoalVest Advisory held 177 shares of ASE Group worth $7.87K as of Q3 2026.
GoalVest Advisory left its ASE Group share count unchanged in Q3 2026.
ASE Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #484 holding.
GoalVest Advisory first reported a position in ASE Group in Q1 2026 and has held it in 3 quarters since.
GoalVest Advisory's ASE Group position peaked at $7.99K in Q2 2026.
114 funds tracked by Wall St. Rank held ASE Group as of Q3 2026.

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