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GoalVest Advisory’s Uranium Energy UEC Stock Holding History

GoalVest Advisory’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Hold
1,570
– – ﹤0.01% 320
2026
Q1 		$21.2K Buy
+1,570
New +$24.2K ﹤0.01% 322

Other funds holding UEC

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

GoalVest Advisory's UEC Position: Q2 2026 in Review

GoalVest Advisory held its Uranium Energy (UEC) position steady in Q2 2026 at 1,570 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

GoalVest Advisory first reported a position in UEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $21.2K in Q1 2026. 43 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • GoalVest Advisory held 1,570 shares of Uranium Energy worth $16.7K as of Q2 2026.
  • GoalVest Advisory left its Uranium Energy share count unchanged in Q2 2026.
  • Uranium Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #320 holding.
  • GoalVest Advisory first reported a position in Uranium Energy in Q1 2026 and has held it in 2 quarters since.
  • GoalVest Advisory's Uranium Energy position peaked at $21.2K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

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