GA
CNXC icon

GoalVest Advisory’s Concentrix CNXC Stock Holding History

GoalVest Advisory’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.77K Buy
+111
New +$2.9K ﹤0.01% 626
2026
Q1 		– Sell
-165
Closed -$6.86K – 465
2025
Q4 		$6.86K Buy
+165
New +$6.69K ﹤0.01% 450

Other funds holding CNXC

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
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GoalVest Advisory's CNXC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Concentrix (CNXC) in Q3 2026: 111 shares worth $2.77K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CNXC as recently as Q4 2025.

GoalVest Advisory first reported a position in CNXC in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.86K in Q4 2025. 12 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • GoalVest Advisory held 111 shares of Concentrix worth $2.77K as of Q3 2026.
  • Concentrix was a new GoalVest Advisory position in Q3 2026.
  • Concentrix made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #626 holding.
  • GoalVest Advisory first reported a position in Concentrix in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Concentrix position peaked at $6.86K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

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