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 Q3	$3.54K	Sell	280 -62	-18%	-$794	﹤0.01%	1466
2026 Q2	$4.21K	Buy	342 +131	+62%	+$1.63K	﹤0.01%	1401
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's GOOD Position: Q3 2026 in Review

True Wealth Design reduced its Gladstone Commercial Corp (GOOD) stake by 18% in Q3 2026, selling an estimated $794 and leaving 280 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

True Wealth Design first reported a position in GOOD in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.21K in Q2 2026. 15 funds tracked by Wall St. Rank hold GOOD as of Q3 2026.

True Wealth Design held 280 shares of Gladstone Commercial Corp worth $3.54K as of Q3 2026.
True Wealth Design sold 62 Gladstone Commercial Corp shares in Q3 2026, an estimated $794.
Gladstone Commercial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1466 holding.
True Wealth Design first reported a position in Gladstone Commercial Corp in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Gladstone Commercial Corp position peaked at $4.21K in Q2 2026.
15 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.