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Noble Wealth Management PBC’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Noble Wealth Management PBC’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-350
Closed -$3.82K – 823
2026
Q2 		$3.82K Sell
350
-54,050
-99% -$603K ﹤0.01% 537
2026
Q1 		$599K Sell
54,400
-78,165
-59% -$943K 0.3% 79
2025
Q4 		$1.71M Buy
+132,565
New +$1.74M 0.86% 37

Other funds holding GOF

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Noble Wealth Management PBC's GOF Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2026, closing a stake of 350 shares — an estimated $3.82K sold.

Noble Wealth Management PBC first reported a position in GOF in Q4 2025 and held it in 3 quarters. The position peaked at $1.71M in Q4 2025. 7 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 350 Guggenheim Strategic Opportunities Fund shares in Q3 2026, an estimated $3.82K.
  • Noble Wealth Management PBC first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2025 and held it in 3 quarters.
  • Noble Wealth Management PBC's Guggenheim Strategic Opportunities Fund position peaked at $1.71M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.