GoalVest Advisory’s Celestica CLS Stock Holding History

GoalVest Advisory’s Portfolio CLS Stock Details CLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$730	Buy	+2	New	+$751	﹤0.01%	484

Other funds holding CLS

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

GoalVest Advisory's CLS Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Celestica (CLS) in Q2 2026: 2 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

98 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

GoalVest Advisory held 2 shares of Celestica worth $730 as of Q2 2026.
Celestica was a new GoalVest Advisory position in Q2 2026.
Celestica made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #484 holding.
98 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.