Valeo Financial Advisors’s Gladstone Commercial Corp GOOD Stock Holding History

Valeo Financial Advisors’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 Q2	$145K	Hold	11,828	–	–	﹤0.01%	783
2026 Q1	$135K	Hold	11,828	–	–	﹤0.01%	708
2025 Q4	$126K	Buy	11,828 +10	+0.1%	+$111	﹤0.01%	783
2025 Q3	$146K	Sell	11,818 -32	-0.3%	-$426	﹤0.01%	779
2025 Q2	$170K	Buy	11,850 +152	+1%	+$2.16K	﹤0.01%	726
2025 Q1	$175K	Hold	11,698	–	–	﹤0.01%	647
2024 Q4	$190K	Hold	11,698	–	–	0.01%	669
2024 Q3	$190K	Sell	11,698 -11,698	-50%	-$176K	0.01%	660
2024 Q2	$334K	Hold	23,396	–	–	0.01%	486
2024 Q1	$311K	Hold	23,396	–	–	0.01%	492
2023 Q4	$310K	Buy	+23,396	New	+$293K	0.01%	478
2023 Q3	–	Sell	-10,019	Closed	-$124K	–	661
2023 Q2	$124K	Buy	+10,019	New	+$120K	0.01%	563

Other funds holding GOOD

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return