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GoalVest Advisory’s Navitas Semiconductor NVTS Stock Holding History

GoalVest Advisory’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.5K Hold
990
– – ﹤0.01% 419
2026
Q2 		$17.7K Buy
+990
New +$18.9K ﹤0.01% 315

Other funds holding NVTS

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

GoalVest Advisory's NVTS Position: Q3 2026 in Review

GoalVest Advisory held its Navitas Semiconductor (NVTS) position steady in Q3 2026 at 990 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

GoalVest Advisory first reported a position in NVTS in Q2 2026 and has held it in 2 quarters since. The position peaked at $17.7K in Q2 2026. 11 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

  • GoalVest Advisory held 990 shares of Navitas Semiconductor worth $11.5K as of Q3 2026.
  • GoalVest Advisory left its Navitas Semiconductor share count unchanged in Q3 2026.
  • Navitas Semiconductor made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #419 holding.
  • GoalVest Advisory first reported a position in Navitas Semiconductor in Q2 2026 and has held it in 2 quarters since.
  • GoalVest Advisory's Navitas Semiconductor position peaked at $17.7K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

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