GA
FRMI

GoalVest Advisory’s Fermi Inc FRMI Stock Holding History

GoalVest Advisory’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93K Hold
320
– – ﹤0.01% 425
2026
Q1 		$1.87K Hold
320
– – ﹤0.01% 425
2025
Q4 		$2.56K Buy
+320
New +$6.24K ﹤0.01% 491

Other funds holding FRMI

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

GoalVest Advisory's FRMI Position: Q2 2026 in Review

GoalVest Advisory held its Fermi Inc (FRMI) position steady in Q2 2026 at 320 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

GoalVest Advisory first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • GoalVest Advisory held 320 shares of Fermi Inc worth $2.93K as of Q2 2026.
  • GoalVest Advisory left its Fermi Inc share count unchanged in Q2 2026.
  • Fermi Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #425 holding.
  • GoalVest Advisory first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.