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Hartmann Taylor Wealth Management, LLC → GDLC

Hartmann Taylor Wealth Management, LLC GDLC Position History

GDLC

Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q4 2025$1.9M
Q1 2026$1.8M
Q2 2026$1.8M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M73.1K——
Q2 2026$1.8M58.8K——
Q1 2026$1.8M59.0K——
Q4 2025$1.9M47.0K——
Q3 2025$3.6M65.0K——

Other funds holding GDLC

Other Hartmann Taylor Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$23.5M
COF-PN

CAPITAL GROUP GROWTH ETF

$22.3M
VGES

VANGUARD INDEX FDS

$20.9M
VGES

VANGUARD INDEX FDS

$20.9M
VGES

VANGUARD INDEX FDS

$19.8M
VGES

VANGUARD INDEX FDS

$18.6M
COF-PN

CAPITAL GROUP GROWTH ETF

$17.8M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$17.7M