Back to COF-PN
Gutierrez Wealth Advisory, LLC → COF-PN
Gutierrez Wealth Advisory, LLC COF-PN Position History
COF-PN
Quarters held
85
Latest value
$465K
Q3 2026
Peak value
$15.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.9M |
| Q3 2025 | $14.1M |
| Q3 2025 | $230K |
| Q3 2025 | $13.7M |
| Q3 2025 | $814K |
| Q3 2025 | $7.3M |
| Q3 2025 | $103K |
| Q3 2025 | $216K |
| Q3 2025 | $3.5M |
| Q3 2025 | $3.7M |
| Q3 2025 | $289K |
| Q3 2025 | $520K |
| Q3 2025 | $570K |
| Q3 2025 | $4.5M |
| Q3 2025 | $240K |
| Q3 2025 | $171K |
| Q3 2025 | $391K |
| Q4 2025 | $8.7M |
| Q4 2025 | $14M |
| Q4 2025 | $229K |
| Q4 2025 | $13.3M |
| Q4 2025 | $846K |
| Q4 2025 | $7.8M |
| Q4 2025 | $105K |
| Q4 2025 | $645K |
| Q4 2025 | $3.4M |
| Q4 2025 | $4.3M |
| Q4 2025 | $526K |
| Q4 2025 | $525K |
| Q4 2025 | $1M |
| Q4 2025 | $4.6M |
| Q4 2025 | $392K |
| Q4 2025 | $176K |
| Q4 2025 | $416K |
| Q1 2026 | $8.7M |
| Q1 2026 | $12.9M |
| Q1 2026 | $179K |
| Q1 2026 | $13.3M |
| Q1 2026 | $826K |
| Q1 2026 | $7.8M |
| Q1 2026 | $101K |
| Q1 2026 | $861K |
| Q1 2026 | $4.1M |
| Q1 2026 | $4.4M |
| Q1 2026 | $592K |
| Q1 2026 | $707K |
| Q1 2026 | $1.1M |
| Q1 2026 | $4.6M |
| Q1 2026 | $507K |
| Q1 2026 | $177K |
| Q1 2026 | $424K |
| Q2 2026 | $9.8M |
| Q2 2026 | $14.6M |
| Q2 2026 | $210K |
| Q2 2026 | $14.6M |
| Q2 2026 | $897K |
| Q2 2026 | $9.3M |
| Q2 2026 | $106K |
| Q2 2026 | $866K |
| Q2 2026 | $3.9M |
| Q2 2026 | $3.5M |
| Q2 2026 | $600K |
| Q2 2026 | $713K |
| Q2 2026 | $5.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $534K |
| Q2 2026 | $185K |
| Q2 2026 | $466K |
| Q3 2026 | $10.1M |
| Q3 2026 | $15.9M |
| Q3 2026 | $209K |
| Q3 2026 | $15M |
| Q3 2026 | $940K |
| Q3 2026 | $9.3M |
| Q3 2026 | $99K |
| Q3 2026 | $1.3M |
| Q3 2026 | $6.4M |
| Q3 2026 | $4M |
| Q3 2026 | $806K |
| Q3 2026 | $802K |
| Q3 2026 | $2.1M |
| Q3 2026 | $773K |
| Q3 2026 | $679K |
| Q3 2026 | $183K |
| Q3 2026 | $465K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $465K | 12.9K | — | — |
| Q3 2026 | $183K | 4.9K | — | — |
| Q3 2026 | $679K | 18.3K | — | — |
| Q3 2026 | $773K | 32.1K | — | — |
| Q3 2026 | $2.1M | 88.2K | — | — |
| Q3 2026 | $802K | 32.1K | — | — |
| Q3 2026 | $806K | 30.7K | — | — |
| Q3 2026 | $4M | 154.3K | — | — |
| Q3 2026 | $6.4M | 247.9K | — | — |
| Q3 2026 | $1.3M | 59.8K | — | — |
| Q3 2026 | $99K | 2.5K | — | — |
| Q3 2026 | $9.3M | 233.4K | — | — |
| Q3 2026 | $940K | 19.2K | — | — |
| Q3 2026 | $15M | 306.9K | — | — |
| Q3 2026 | $209K | 4.4K | — | — |
| Q3 2026 | $15.9M | 334.8K | — | — |
| Q3 2026 | $10.1M | 295.8K | — | — |
| Q2 2026 | $466K | 12.8K | — | — |
| Q2 2026 | $185K | 4.9K | — | — |
| Q2 2026 | $534K | 14.2K | — | — |
| Q2 2026 | $1.1M | 41.1K | — | — |
| Q2 2026 | $5.2M | 200.9K | — | — |
| Q2 2026 | $713K | 27.2K | — | — |
| Q2 2026 | $600K | 22.0K | — | — |
| Q2 2026 | $3.5M | 128.8K | — | — |
| Q2 2026 | $3.9M | 142.8K | — | — |
| Q2 2026 | $866K | 38.9K | — | — |
| Q2 2026 | $106K | 2.5K | — | — |
| Q2 2026 | $9.3M | 220.3K | — | — |
| Q2 2026 | $897K | 18.2K | — | — |
| Q2 2026 | $14.6M | 296.8K | — | — |
| Q2 2026 | $210K | 4.5K | — | — |
| Q2 2026 | $14.6M | 309.8K | — | — |
| Q2 2026 | $9.8M | 283.1K | — | — |
| Q1 2026 | $424K | 12.8K | — | — |
| Q1 2026 | $177K | 4.9K | — | — |
| Q1 2026 | $507K | 14.1K | — | — |
| Q1 2026 | $4.6M | 181.5K | — | — |
| Q1 2026 | $1.1M | 41.6K | — | — |
| Q1 2026 | $707K | 26.9K | — | — |
| Q1 2026 | $592K | 21.7K | — | — |
| Q1 2026 | $4.4M | 162.4K | — | — |
| Q1 2026 | $4.1M | 150.6K | — | — |
| Q1 2026 | $861K | 38.6K | — | — |
| Q1 2026 | $101K | 3.0K | — | — |
| Q1 2026 | $7.8M | 234.3K | — | — |
| Q1 2026 | $826K | 19.4K | — | — |
| Q1 2026 | $13.3M | 312.7K | — | — |
| Q1 2026 | $179K | 4.5K | — | — |
| Q1 2026 | $12.9M | 321.3K | — | — |
| Q1 2026 | $8.7M | 295.4K | — | — |
| Q4 2025 | $416K | 12.8K | — | — |
| Q4 2025 | $176K | 4.9K | — | — |
| Q4 2025 | $392K | 11.0K | — | — |
| Q4 2025 | $4.6M | 179.7K | — | — |
| Q4 2025 | $1M | 40.2K | — | — |
| Q4 2025 | $525K | 19.8K | — | — |
| Q4 2025 | $526K | 19.1K | — | — |
| Q4 2025 | $4.3M | 157.7K | — | — |
| Q4 2025 | $3.4M | 125.5K | — | — |
| Q4 2025 | $645K | 28.5K | — | — |
| Q4 2025 | $105K | 3.0K | — | — |
| Q4 2025 | $7.8M | 223.8K | — | — |
| Q4 2025 | $846K | 19.4K | — | — |
| Q4 2025 | $13.3M | 305.5K | — | — |
| Q4 2025 | $229K | 5.2K | — | — |
| Q4 2025 | $14M | 314.1K | — | — |
| Q4 2025 | $8.7M | 295.1K | — | — |
| Q3 2025 | $391K | 12.7K | — | — |
| Q3 2025 | $171K | 4.9K | — | — |
| Q3 2025 | $240K | 6.9K | — | — |
| Q3 2025 | $4.5M | 176.8K | — | — |
| Q3 2025 | $570K | 22.5K | — | — |
| Q3 2025 | $520K | 19.6K | — | — |
| Q3 2025 | $289K | 10.4K | — | — |
| Q3 2025 | $3.7M | 135.1K | — | — |
| Q3 2025 | $3.5M | 128.8K | — | — |
| Q3 2025 | $216K | 9.5K | — | — |
| Q3 2025 | $103K | 3.0K | — | — |
| Q3 2025 | $7.3M | 214.5K | — | — |
| Q3 2025 | $814K | 19.4K | — | — |
| Q3 2025 | $13.7M | 326.6K | — | — |
| Q3 2025 | $230K | 5.2K | — | — |
| Q3 2025 | $14.1M | 321.9K | — | — |
| Q3 2025 | $8.9M | 299.1K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B