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GoalVest Advisory’s Celanese CE Stock Holding History

GoalVest Advisory’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.79K Buy
+153
New +$6.99K ﹤0.01% 506
2025
Q1 		– Sell
-64
Closed -$4.43K – 509
2024
Q4 		$4.43K Hold
64
– – ﹤0.01% 308
2024
Q3 		$8.7K Buy
+64
New +$8.41K ﹤0.01% 333
2022
Q2 		– Sell
-1
Closed – – 340
2022
Q1 		$0 Buy
+1
New +$153 ﹤0.01% 391

Other funds holding CE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's CE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Celanese (CE) in Q3 2026: 153 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CE as recently as Q4 2024.

GoalVest Advisory first reported a position in CE in Q1 2022 and has held it in 4 quarters since. The position peaked at $8.7K in Q3 2024. 21 funds tracked by Wall St. Rank hold CE as of Q3 2026.

  • GoalVest Advisory held 153 shares of Celanese worth $6.79K as of Q3 2026.
  • Celanese was a new GoalVest Advisory position in Q3 2026.
  • Celanese made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #506 holding.
  • GoalVest Advisory first reported a position in Celanese in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Celanese position peaked at $8.7K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Celanese as of Q3 2026.

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