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GoalVest Advisory’s PPL Corp PPL Stock Holding History

GoalVest Advisory’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.58K Buy
+261
New +$9.1K ﹤0.01% 473
2022
Q2 		– Sell
-13
Closed – – 486
2022
Q1 		$0 Buy
+13
New +$367 ﹤0.01% 476

Other funds holding PPL

NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's PPL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in PPL Corp (PPL) in Q3 2026: 261 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in PPL as recently as Q1 2022.

GoalVest Advisory first reported a position in PPL in Q1 2022 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold PPL as of Q3 2026.

  • GoalVest Advisory held 261 shares of PPL Corp worth $8.58K as of Q3 2026.
  • PPL Corp was a new GoalVest Advisory position in Q3 2026.
  • PPL Corp made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #473 holding.
  • GoalVest Advisory first reported a position in PPL Corp in Q1 2022 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held PPL Corp as of Q3 2026.

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