Position in DELL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$460,367
+$230,585 QoQ
Shares Held
1,067
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#1,443
of 2,108 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026GoalFusion Wealth Management, LLC holds $460,367 across 1 Computer Hardware name. DELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
1,067 | $460,367 |
All Filings in DELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,367 | 1,067 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $229,782 | 1,400 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||