GA
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
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

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return