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GoalVest Advisory’s Choice Hotels CHH Stock Holding History

GoalVest Advisory’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.25K Buy
+61
New +$6.46K ﹤0.01% 525

Other funds holding CHH

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's CHH Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Choice Hotels (CHH) in Q3 2026: 61 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

14 funds tracked by Wall St. Rank hold CHH as of Q3 2026.

  • GoalVest Advisory held 61 shares of Choice Hotels worth $6.25K as of Q3 2026.
  • Choice Hotels was a new GoalVest Advisory position in Q3 2026.
  • Choice Hotels made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #525 holding.
  • 14 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2026.

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