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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 PROP

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Shares Held

Position Value (USD)

6 quarters on record
Report Date Value (USD) Shares
2026-03-31 $50,764 25,007
2025-12-31 $42,261 25,007
2025-09-30 $49,638 25,007
2025-06-30 $74,895 25,007
2025-03-31 $117,737 22,007
2024-12-31 $83,088 12,007