TWD
GOOD

True Wealth Design’s Gladstone Commercial Corp GOOD Stock Holding History

True Wealth Design’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 		$2.41K Sell
211
-51
-19% -$598 ﹤0.01% 1464
2025
Q4 		$2.8K Buy
262
+201
+330% +$2.23K ﹤0.01% 1324
2025
Q3 		$752 Buy
61
+38
+165% +$506 ﹤0.01% 1858
2025
Q2 		$330 Sell
23
-14
-38% -$199 ﹤0.01% 1891
2025
Q1 		$555 Sell
37
-89
-71% -$1.4K ﹤0.01% 1507
2024
Q4 		$2.05K Hold
126
– – ﹤0.01% 725
2024
Q3 		$2.05K Buy
+126
New +$1.89K ﹤0.01% 776

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