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LifeGoal Wealth Advisors’s Atmos Energy ATO Stock Holding History

LifeGoal Wealth Advisors’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$444K Buy
+2,841
New +$482K 0.14% 95

Other funds holding ATO

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

LifeGoal Wealth Advisors's ATO Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Atmos Energy (ATO) in Q3 2026: 2,841 shares worth $444K. The stake represents 0.14% of the portfolio and ranks #95 among its holdings.

31 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,841 shares of Atmos Energy worth $444K as of Q3 2026.
  • Atmos Energy was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Atmos Energy made up 0.14% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • 31 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.