GoalVest Advisory’s Spectrum Brands SPB Stock Holding History

GoalVest Advisory’s Portfolio SPB Stock Details SPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.47K	Buy	+94	New	+$8.18K	﹤0.01%	495

Other funds holding SPB

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

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

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GoalVest Advisory's SPB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Spectrum Brands (SPB) in Q3 2026: 94 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

16 funds tracked by Wall St. Rank hold SPB as of Q3 2026.

GoalVest Advisory held 94 shares of Spectrum Brands worth $7.47K as of Q3 2026.
Spectrum Brands was a new GoalVest Advisory position in Q3 2026.
Spectrum Brands made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #495 holding.
16 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2026.

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