Position in VRT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$49,553
+$29,758 QoQ
Shares Held
148
+87.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,866
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $89,509 across 2 Electrical Equipment & Parts names. VRT ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
148 | $49,553 | |
| 2 | BE |
Bloom Energy Corp
|
132 | $39,956 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,553 | 148 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $19,795 | 79 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||