GA
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GoalVest Advisory’s WEX WEX Stock Holding History

GoalVest Advisory’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$675 Buy
+4
New +$725 ﹤0.01% 702

Other funds holding WEX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GoalVest Advisory's WEX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in WEX (WEX) in Q3 2026: 4 shares worth $675. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

10 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • GoalVest Advisory held 4 shares of WEX worth $675 as of Q3 2026.
  • WEX was a new GoalVest Advisory position in Q3 2026.
  • WEX made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #702 holding.
  • 10 funds tracked by Wall St. Rank held WEX as of Q3 2026.

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