GoalVest Advisory
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GoalVest Advisory’s SpaceX SPCX Stock Holding History

GoalVest Advisory’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$154K Buy
1,018
+931
+1,070% +$129K 0.03% 136
2026
Q2 		$14.9K Buy
+87
New +$14.8K ﹤0.01% 330

Other funds holding SPCX

Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Gigafund Management Company
Gigafund Management Company Austin, Texas $19.1B AUM 50.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
K5 Global Advisor
K5 Global Advisor Miami Beach, Florida $4.02B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GoalVest Advisory's SPCX Position: Q3 2026 in Review

GoalVest Advisory increased its SpaceX (SPCX) stake by 1,070% in Q3 2026, buying an estimated $129K and bringing the position to 1,018 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #136.

GoalVest Advisory first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • GoalVest Advisory held 1,018 shares of SpaceX worth $154K as of Q3 2026.
  • GoalVest Advisory bought 931 SpaceX shares in Q3 2026, an estimated $129K.
  • SpaceX made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #136 holding.
  • GoalVest Advisory first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

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