CAL
GOOD

Capital Advisors Ltd’s Gladstone Commercial Corp GOOD Stock Holding History

Capital Advisors Ltd’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9K Buy
747
+699
+1,456% +$8.2K ﹤0.01% 849
2025
Q4 		$1K Buy
48
+6
+14% +$67 ﹤0.01% 1201
2025
Q3 		$1K Buy
42
+24
+133% +$320 ﹤0.01% 1200
2025
Q2 		$0 Hold
18
– – ﹤0.01% 1452
2025
Q1 		$0 Hold
18
– – ﹤0.01% 1436
2024
Q4 		$0 Hold
18
– – ﹤0.01% 1461
2024
Q3 		$0 Hold
18
– – ﹤0.01% 1475
2024
Q2 		$0 Hold
18
– – ﹤0.01% 1491
2024
Q1 		$0 Hold
18
– – ﹤0.01% 1432
2023
Q4 		$0 Buy
+18
New +$225 ﹤0.01% 1368
2023
Q2 		– Sell
-26
Closed – – 1387
2023
Q1 		$0 Buy
+26
New +$395 ﹤0.01% 1334

Other funds holding GOOD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return