Back to GOF
Mallini Complete Financial Planning LLC → GOF
Mallini Complete Financial Planning LLC GOF Position History
Guggenheim Strategic Opportunities Fund
Quarters held
5
Latest value
$470K
Q3 2026
Peak value
$683K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $683K |
| Q4 2025 | $603K |
| Q1 2026 | $556K |
| Q2 2026 | $606K |
| Q3 2026 | $470K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $470K | 55.2K | — | — |
| Q2 2026 | $606K | 55.5K | — | — |
| Q1 2026 | $556K | 50.4K | — | — |
| Q4 2025 | $603K | 46.8K | — | — |
| Q3 2025 | $683K | 45.6K | — | — |
Other funds holding GOF
$149.8M
$122.1M
$90.4M
$89.7M
$74.7M
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
VGES
$46.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$43.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43MVANGUARD TOTAL STOCK MARKET ETF
VGES
$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF