Arax Advisory Partners
GGZ icon

Arax Advisory Partners’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Arax Advisory Partners’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 		– Sell
-160
Closed -$2.6K – 5417
2026
Q2 		$2.6K Buy
+160
New +$2.54K ﹤0.01% 4759

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Raymond James Financial
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LPL Financial
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Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
GatePass Capital
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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

Arax Advisory Partners's GGZ Position: Q3 2026 in Review

Arax Advisory Partners sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2026, closing a stake of 160 shares — an estimated $2.6K sold.

Arax Advisory Partners first reported a position in GGZ in Q2 2026 and held it in 1 quarter. The position peaked at $2.6K in Q2 2026. 25 funds tracked by Wall St. Rank hold GGZ as of Q3 2026.

  • Arax Advisory Partners reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 160 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2026, an estimated $2.6K.
  • Arax Advisory Partners first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2026 and held it in 1 quarter.
  • Arax Advisory Partners's Gabelli Global Small and Mid-Cap Value Trust position peaked at $2.6K 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 Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.