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GoalVest Advisory’s Carter's CRI Stock Holding History

GoalVest Advisory’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.98K Buy
+255
New +$9.12K ﹤0.01% 481

Other funds holding CRI

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GoalVest Advisory's CRI Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Carter's (CRI) in Q3 2026: 255 shares worth $7.98K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

9 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • GoalVest Advisory held 255 shares of Carter's worth $7.98K as of Q3 2026.
  • Carter's was a new GoalVest Advisory position in Q3 2026.
  • Carter's made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #481 holding.
  • 9 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

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