180 Wealth Advisors
GGZ icon

180 Wealth Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

180 Wealth Advisors’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.8M Sell
116,479
-2,437
-2% -$39.4K 0.17% 134
2026
Q2 		$1.94M Sell
118,916
-896
-0.7% -$14.2K 0.19% 124
2026
Q1 		$1.8M Buy
119,812
+3,332
+3% +$52.3K 0.2% 124
2025
Q4 		$1.75M Buy
116,480
+6,121
+6% +$87.1K 0.2% 110
2025
Q3 		$1.59M Buy
110,359
+5,418
+5% +$75.8K 0.19% 115
2025
Q2 		$1.4M Buy
104,941
+6,367
+6% +$78.7K 0.2% 115
2025
Q1 		$1.18M Buy
98,574
+6,881
+8% +$84K 0.19% 118
2024
Q4 		$1.07M Buy
91,693
+4,407
+5% +$55.1K 0.17% 122
2024
Q3 		$1.08M Buy
87,286
+8,946
+11% +$106K 0.17% 124
2024
Q2 		$912K Buy
78,340
+8,641
+12% +$100K 0.15% 134
2024
Q1 		$838K Buy
69,699
+11,016
+19% +$128K 0.15% 144
2023
Q4 		$681K Buy
58,683
+6,509
+12% +$68.7K 0.14% 153
2023
Q3 		$541K Buy
52,174
+3,964
+8% +$46.1K 0.12% 175
2023
Q2 		$576K Buy
48,210
+3,582
+8% +$41.1K 0.13% 171
2023
Q1 		$520K Buy
44,628
+2,707
+6% +$32.7K 0.12% 182
2022
Q4 		$521K Buy
41,921
+7,830
+23% +$85.3K 0.12% 186
2022
Q3 		$325K Buy
34,091
+8,042
+31% +$91.3K 0.09% 225
2022
Q2 		$291K Buy
26,049
+5,488
+27% +$68.5K 0.07% 264
2022
Q1 		$278K Buy
20,561
+4,125
+25% +$59.7K 0.06% 294
2021
Q4 		$244K Buy
16,436
+1,470
+10% +$23.6K 0.05% 308
2021
Q3 		$243K Sell
14,966
-180
-1% -$2.86K 0.05% 325
2021
Q2 		$238K Buy
15,146
+475
+3% +$7.37K 0.05% 320
2021
Q1 		$230K Buy
14,671
+3,310
+29% +$45.7K 0.06% 307
2020
Q4 		$150K Sell
11,361
-154
-1% -$1.74K 0.04% 306
2020
Q3 		$120K Buy
11,515
+970
+9% +$9.48K 0.05% 262
2020
Q2 		$98K Buy
+10,545
New +$89K 0.04% 257

Other funds holding GGZ

AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Beckerman Institutional
Beckerman Institutional Ocean Grove, New Jersey $213M AUM 11.62% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

180 Wealth Advisors's GGZ Position: Q3 2026 in Review

180 Wealth Advisors reduced its Gabelli Global Small and Mid-Cap Value Trust (GGZ) stake by 2% in Q3 2026, selling an estimated $39.4K and leaving 116,479 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #134.

180 Wealth Advisors first reported a position in GGZ in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q2 2026. 25 funds tracked by Wall St. Rank hold GGZ as of Q3 2026.

  • 180 Wealth Advisors held 116,479 shares of Gabelli Global Small and Mid-Cap Value Trust worth $1.8M as of Q3 2026.
  • 180 Wealth Advisors sold 2,437 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2026, an estimated $39.4K.
  • Gabelli Global Small and Mid-Cap Value Trust made up 0.17% of 180 Wealth Advisors's portfolio in Q3 2026, its #134 holding.
  • 180 Wealth Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2020 and has held it in 26 quarters since.
  • 180 Wealth Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1.94M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2026.

Based on 180 Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.