GoalVest Advisory’s IPG Photonics IPGP Stock Holding History

GoalVest Advisory’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.85K	Buy	+62	New	+$5.35K	﹤0.01%	564

Other funds holding IPGP

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's IPGP Position: Q3 2026 in Review

GoalVest Advisory opened a new position in IPG Photonics (IPGP) in Q3 2026: 62 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

10 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

GoalVest Advisory held 62 shares of IPG Photonics worth $4.85K as of Q3 2026.
IPG Photonics was a new GoalVest Advisory position in Q3 2026.
IPG Photonics made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #564 holding.
10 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

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