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GoalVest Advisory’s Illumina ILMN Stock Holding History

GoalVest Advisory’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.75K Buy
+21
New +$4.41K ﹤0.01% 540
2025
Q2 		– Sell
-1
Closed -$79 – 442
2025
Q1 		$79 Buy
+1
New +$108 ﹤0.01% 500
2022
Q2 		– Sell
-2
Closed -$1K – 420
2022
Q1 		$1K Buy
+2
New +$676 ﹤0.01% 339

Other funds holding ILMN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

GoalVest Advisory's ILMN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Illumina (ILMN) in Q3 2026: 21 shares worth $5.75K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ILMN as recently as Q1 2025.

GoalVest Advisory first reported a position in ILMN in Q1 2022 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold ILMN as of Q3 2026.

  • GoalVest Advisory held 21 shares of Illumina worth $5.75K as of Q3 2026.
  • Illumina was a new GoalVest Advisory position in Q3 2026.
  • Illumina made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #540 holding.
  • GoalVest Advisory first reported a position in Illumina in Q1 2022 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Illumina as of Q3 2026.

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