GA
STK

GoalVest Advisory’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

GoalVest Advisory’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Hold
243
– – ﹤0.01% 338
2026
Q1 		$9.22K Hold
243
– – ﹤0.01% 373
2025
Q4 		$8.94K Hold
243
– – ﹤0.01% 426
2025
Q3 		$8.58K Buy
+243
New +$7.77K ﹤0.01% 338

Other funds holding STK

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GoalVest Advisory's STK Position: Q2 2026 in Review

GoalVest Advisory held its Columbia Seligman Premium Technology Growth Fund (STK) position steady in Q2 2026 at 243 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

GoalVest Advisory first reported a position in STK in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold STK as of Q2 2026.

  • GoalVest Advisory held 243 shares of Columbia Seligman Premium Technology Growth Fund worth $13.1K as of Q2 2026.
  • GoalVest Advisory left its Columbia Seligman Premium Technology Growth Fund share count unchanged in Q2 2026.
  • Columbia Seligman Premium Technology Growth Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #338 holding.
  • GoalVest Advisory first reported a position in Columbia Seligman Premium Technology Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.