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GoalVest Advisory’s Trump Media & Technology Group DJT Stock Holding History

GoalVest Advisory’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$1.64K – 558
2025
Q3 		$1.64K Hold
100
– – ﹤0.01% 387
2025
Q2 		$1.8K Hold
100
– – ﹤0.01% 342
2025
Q1 		$1.95K Hold
100
– – ﹤0.01% 310
2024
Q4 		$3.41K Hold
100
– – ﹤0.01% 323
2024
Q3 		$1.61K Hold
100
– – ﹤0.01% 357
2024
Q2 		$3.27K Hold
100
– – ﹤0.01% 293
2024
Q1 		$6.2K Buy
+100
New +$3.88K ﹤0.01% 334

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

GoalVest Advisory's DJT Position: Q4 2025 in Review

GoalVest Advisory sold out of Trump Media & Technology Group (DJT) in Q4 2025, closing a stake of 100 shares — an estimated $1.64K sold.

GoalVest Advisory first reported a position in DJT in Q1 2024 and held it in 7 quarters. The position peaked at $6.2K in Q1 2024. 343 funds tracked by Wall St. Rank hold DJT as of Q4 2025.

  • GoalVest Advisory reported no remaining Trump Media & Technology Group position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 100 Trump Media & Technology Group shares in Q4 2025, an estimated $1.64K.
  • GoalVest Advisory first reported a position in Trump Media & Technology Group in Q1 2024 and held it in 7 quarters.
  • GoalVest Advisory's Trump Media & Technology Group position peaked at $6.2K in Q1 2024.
  • 343 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.