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GoalVest Advisory’s Primoris Services PRIM Stock Holding History

GoalVest Advisory’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$2.87K – 766
2026
Q2 		$2.87K Hold
29
– – ﹤0.01% 426
2026
Q1 		$4.15K Buy
+29
New +$4.25K ﹤0.01% 402

Other funds holding PRIM

HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's PRIM Position: Q3 2026 in Review

GoalVest Advisory sold out of Primoris Services (PRIM) in Q3 2026, closing a stake of 29 shares — an estimated $2.87K sold.

GoalVest Advisory first reported a position in PRIM in Q1 2026 and held it in 2 quarters. The position peaked at $4.15K in Q1 2026. 14 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • GoalVest Advisory reported no remaining Primoris Services position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 29 Primoris Services shares in Q3 2026, an estimated $2.87K.
  • GoalVest Advisory first reported a position in Primoris Services in Q1 2026 and held it in 2 quarters.
  • GoalVest Advisory's Primoris Services position peaked at $4.15K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

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