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GoalVest Advisory’s Centene CNC Stock Holding History

GoalVest Advisory’s Portfolio CNC Stock Details CNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$69.1K Buy
1,113
+222
+25% +$14.5K 0.01% 192
2026
Q2 		$57.2K Hold
891
– – 0.01% 194
2026
Q1 		$29.2K Hold
891
– – 0.01% 285
2025
Q4 		$36.7K Buy
+891
New +$33.4K 0.01% 268
2025
Q2 		– Sell
-11
Closed -$668 – 394
2025
Q1 		$668 Buy
+11
New +$665 ﹤0.01% 349
2022
Q2 		– Sell
-6
Closed -$1K – 349
2022
Q1 		$1K Buy
+6
New +$492 ﹤0.01% 321

Other funds holding CNC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

GoalVest Advisory's CNC Position: Q3 2026 in Review

GoalVest Advisory increased its Centene (CNC) stake by 25% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,113 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #192.

GoalVest Advisory first reported a position in CNC in Q1 2022 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold CNC as of Q3 2026.

  • GoalVest Advisory held 1,113 shares of Centene worth $69.1K as of Q3 2026.
  • GoalVest Advisory bought 222 Centene shares in Q3 2026, an estimated $14.5K.
  • Centene made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #192 holding.
  • GoalVest Advisory first reported a position in Centene in Q1 2022 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held Centene as of Q3 2026.

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