GOULD ASSET MANAGEMENT LLC /CA/ FAN — FIRST TRUST GLOBAL WIND ENERG

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  ·  15 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported FIRST TRUST GLOBAL WIND ENERG (FAN) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows FAN at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in FIRST TRUST GLOBAL WIND ENERG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FAN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FAN stock page GOULD ASSET MANAGEMENT LLC /CA/ fund profile GOULD ASSET MANAGEMENT LLC /CA/ full holdings
How GOULD ASSET MANAGEMENT LLC /CA/ held FAN — position size vs. price
% of Fund (quarterly)    FAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,135 +480 +3.8% 0.06% $325K 2026-05-06 $27.23
2025 Q4 UNCHANGED — — — 12,655 — 0% 0.05% $259K 2026-02-17 $23.60
2025 Q3 ADDED — — — 12,655 +435 +3.6% 0.05% $243K 2025-10-28 $20.32
2025 Q2 ADDED — — — 12,220 +390 +3.3% 0.04% $222K 2025-08-05 $18.83
2025 Q1 UNCHANGED — — — 11,830 — 0% 0.04% $178K 2025-05-01 $15.48
2024 Q4 REDUCED — — — 11,830 -600 -4.8% 0.04% $175K 2025-02-07 $14.56
2024 Q3 REDUCED 7.4% -17.5% ✅ 12,430 -1,000 -7.4% 0.05% $224K 2024-11-12 $15.28
2024 Q2 UNCHANGED — — — 13,430 — 0% 0.05% $218K 2024-08-05 $15.81
2024 Q1 ADDED — — — 13,430 +440 +3.4% 0.05% $207K 2024-05-03 $15.47
2023 Q4 ADDED — — — 12,990 +855 +7.0% 0.06% $214K 2024-02-02 $14.88
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FAN

As of 2026 Q1 — sorted by position size

Forty-three Eighteen Advisors, LLC 1.17% Perkins Coie Trust Co 3Y 7Y 0.3% Sage Capital Management, LLC 0.15% SOL Capital Management CO 3Y 7Y 0.11% Ledyard National Bank 3Y 7Y 0.11% Nilsine Partners, LLC 0.1% Kesler, Norman & Wride, LLC 3Y 0.05% OPPENHEIMER & CO INC 3Y 7Y 0.05% Advisors Preferred, LLC 3Y 7Y 0.03% PFG Investments, LLC 0.03%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and FAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning FAN?

GOULD ASSET MANAGEMENT LLC /CA/ reported FAN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FAN position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for FAN was 0.06% in 2026 Q1.

What is the latest reported FAN position on this page?

The most recent filing on this page is 2026 Q1, when GOULD ASSET MANAGEMENT LLC /CA/ reported 13,135 shares, equal to 0.06% of portfolio, with an estimated market value of $325K.

What does the chart on this FAN ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly FAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GOULD ASSET MANAGEMENT LLC /CA/ time their FAN position?

Based on 13F filing dates vs. subsequent FAN price moves, GOULD ASSET MANAGEMENT LLC /CA/ correctly timed 6 out of 7 reported position changes (86%).

← Back to GOULD ASSET MANAGEMENT LLC /CA/ Holdings