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GoalVest Advisory’s Biogen BIIB Stock Holding History

GoalVest Advisory’s Portfolio BIIB Stock Details BIIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.8K Hold
198
– – 0.01% 224
2026
Q1 		$36.3K Hold
198
– – 0.01% 259
2025
Q4 		$34.8K Buy
+198
New +$32.3K 0.01% 279

Other funds holding BIIB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

GoalVest Advisory's BIIB Position: Q2 2026 in Review

GoalVest Advisory held its Biogen (BIIB) position steady in Q2 2026 at 198 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #224.

GoalVest Advisory first reported a position in BIIB in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • GoalVest Advisory held 198 shares of Biogen worth $42.8K as of Q2 2026.
  • GoalVest Advisory left its Biogen share count unchanged in Q2 2026.
  • Biogen made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #224 holding.
  • GoalVest Advisory first reported a position in Biogen in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.