AE Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $623K | Buy |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $180K | Sell |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $192K | Buy |
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