GA
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GoalVest Advisory’s Blackstone BX Stock Holding History

GoalVest Advisory’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,325
Closed -$1.53M – 512
2026
Q1 		$1.53M Sell
13,325
-699
-5% -$90.9K 0.3% 59
2025
Q4 		$2.16M Sell
14,024
-2,005
-13% -$305K 0.41% 33
2025
Q3 		$2.74M Buy
16,029
+49
+0.3% +$8.39K 0.58% 27
2025
Q2 		$2.39M Sell
15,980
-604
-4% -$83K 0.59% 26
2025
Q1 		$2.32M Buy
16,584
+1,242
+8% +$202K 0.64% 26
2024
Q4 		$2.65M Buy
15,342
+17
+0.1% +$2.96K 0.73% 22
2024
Q3 		$2.35M Sell
15,325
-1,100
-7% -$153K 0.67% 23
2024
Q2 		$2.03M Sell
16,425
-800
-5% -$98.4K 0.65% 24
2024
Q1 		$2.26M Buy
+17,225
New +$2.15M 0.75% 17
2022
Q2 		– Sell
-118
Closed -$15K – 333
2022
Q1 		$15K Buy
+118
New +$14.4K 0.01% 213

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return