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Navigation Wealth Management, Inc.

CIK
1839930
City
FORT COLLINS
State / Country
CO

Top Portfolio Positions

4 positions · $2,656,548 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

22 quarters · across all stocks

Holdings in MODD

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Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2025-12-31 $601,681 55,099
2025-09-30 $1,158,990 55,190
2025-06-30 $1,482,028 66,310
2025-03-31 $2,169,972 66,360
2024-12-31 $2,508,744 61,040
2024-09-30 $1,234,305 18,286
2024-06-30 $868,178 18,316
2024-03-31 $1,017,870 18,340