GoalVest Advisory
CAPR icon

GoalVest Advisory’s Capricor Therapeutics CAPR Stock Holding History

GoalVest Advisory’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.9K Hold
2,100
– – ﹤0.01% 316
2026
Q2 		$50.6K Hold
2,100
– – 0.01% 204
2026
Q1 		$63.8K Buy
2,100
+50
+2% +$1.33K 0.01% 202
2025
Q4 		$59.2K Buy
+2,050
New +$26.8K 0.01% 223

Other funds holding CAPR

SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

GoalVest Advisory's CAPR Position: Q3 2026 in Review

GoalVest Advisory held its Capricor Therapeutics (CAPR) position steady in Q3 2026 at 2,100 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

GoalVest Advisory first reported a position in CAPR in Q4 2025 and has held it in 4 quarters since. The position peaked at $63.8K in Q1 2026. 12 funds tracked by Wall St. Rank hold CAPR as of Q3 2026.

  • GoalVest Advisory held 2,100 shares of Capricor Therapeutics worth $19.9K as of Q3 2026.
  • GoalVest Advisory left its Capricor Therapeutics share count unchanged in Q3 2026.
  • Capricor Therapeutics made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #316 holding.
  • GoalVest Advisory first reported a position in Capricor Therapeutics in Q4 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's Capricor Therapeutics position peaked at $63.8K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q3 2026.

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