GoalVest Advisory’s Liberty Energy LBRT Stock Holding History

GoalVest Advisory’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.3K	Hold	620	–	–	﹤0.01%	421
2026 Q2	$16.2K	Hold	620	–	–	﹤0.01%	322
2026 Q1	$17.9K	Hold	620	–	–	﹤0.01%	338
2025 Q4	$11.4K	Hold	620	–	–	﹤0.01%	407
2025 Q3	$7.65K	Buy	+620	New	+$7.17K	﹤0.01%	344

Other funds holding LBRT

FFA

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

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

MPWT

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

VCM

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

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GoalVest Advisory's LBRT Position: Q3 2026 in Review

GoalVest Advisory held its Liberty Energy (LBRT) position steady in Q3 2026 at 620 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

GoalVest Advisory first reported a position in LBRT in Q3 2025 and has held it in 5 quarters since. The position peaked at $17.9K in Q1 2026. 6 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

GoalVest Advisory held 620 shares of Liberty Energy worth $11.3K as of Q3 2026.
GoalVest Advisory left its Liberty Energy share count unchanged in Q3 2026.
Liberty Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #421 holding.
GoalVest Advisory first reported a position in Liberty Energy in Q3 2025 and has held it in 5 quarters since.
GoalVest Advisory's Liberty Energy position peaked at $17.9K in Q1 2026.
6 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

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