9WM
GPM

9258 Wealth Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

9258 Wealth Management’s Portfolio GPM Stock Details GPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-45,740
Closed -$424K – 387
2021
Q3 		$424K Buy
45,740
+200
+0.4% +$1.84K 0.11% 197
2021
Q2 		$392K Buy
45,540
+217
+0.5% +$1.8K 0.11% 207
2021
Q1 		$327K Sell
45,323
-1,127
-2% -$7.7K 0.1% 227
2020
Q4 		$304K Sell
46,450
-767
-2% -$4.63K 0.1% 225
2020
Q3 		$252K Sell
47,217
-7,059
-13% -$39K 0.1% 232
2020
Q2 		$295K Buy
54,276
+321
+0.6% +$1.73K 0.12% 208
2020
Q1 		$289K Buy
53,955
+678
+1% +$4.89K 0.13% 193
2019
Q4 		$429K Buy
53,277
+398
+0.8% +$3.15K 0.16% 169
2019
Q3 		$412K Buy
52,879
+399
+0.8% +$3.17K 0.32% 108
2019
Q2 		$427K Sell
52,480
-4,590
-8% -$36.5K 0.34% 103
2019
Q1 		$449K Buy
57,070
+376
+0.7% +$2.89K 0.38% 87
2018
Q4 		$384K Buy
+56,694
New +$448K 0.37% 92

Other funds holding GPM

GRP
Global Retirement Partners San Rafael, California $5.64B AUM

9258 Wealth Management's GPM Position: Q4 2021 in Review

9258 Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 45,740 shares — an estimated $424K sold.

9258 Wealth Management first reported a position in GPM in Q4 2018 and held it in 12 quarters. The position peaked at $449K in Q1 2019. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

  • 9258 Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 45,740 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $424K.
  • 9258 Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q4 2018 and held it in 12 quarters.
  • 9258 Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $449K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.