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GoalVest Advisory’s Credo Technology Group CRDO Stock Holding History

GoalVest Advisory’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.7K Buy
24,170
+24,121
+49,227% +$5.19M 0.01% 265
2026
Q2 		$13.3K Hold
49
– – ﹤0.01% 336
2026
Q1 		$4.6K Buy
+49
New +$5.96K ﹤0.01% 395

Other funds holding CRDO

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

GoalVest Advisory's CRDO Position: Q3 2026 in Review

GoalVest Advisory increased its Credo Technology Group (CRDO) stake by 49,227% in Q3 2026, buying an estimated $5.19M and bringing the position to 24,170 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #265.

GoalVest Advisory first reported a position in CRDO in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold CRDO as of Q3 2026.

  • GoalVest Advisory held 24,170 shares of Credo Technology Group worth $33.7K as of Q3 2026.
  • GoalVest Advisory bought 24,121 Credo Technology Group shares in Q3 2026, an estimated $5.19M.
  • Credo Technology Group made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #265 holding.
  • GoalVest Advisory first reported a position in Credo Technology Group in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Credo Technology Group as of Q3 2026.

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