GA
MBGL

GoalVest Advisory’s Mobility Global Inc MBGL Stock Holding History

GoalVest Advisory’s Portfolio MBGL Stock Details MBGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.28K Buy
+133
New +$2.67K ﹤0.01% 640

Other funds holding MBGL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

GoalVest Advisory's MBGL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Mobility Global Inc (MBGL) in Q3 2026: 133 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

9 funds tracked by Wall St. Rank hold MBGL as of Q3 2026.

  • GoalVest Advisory held 133 shares of Mobility Global Inc worth $2.28K as of Q3 2026.
  • Mobility Global Inc was a new GoalVest Advisory position in Q3 2026.
  • Mobility Global Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #640 holding.
  • 9 funds tracked by Wall St. Rank held Mobility Global Inc as of Q3 2026.

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