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 Q2	$2.6K	Buy	+160	New	+$2.54K	﹤0.01%	4759

Other funds holding GGZ

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arax Advisory Partners's GGZ Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2026: 160 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #4759 among its holdings.

41 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

Arax Advisory Partners held 160 shares of Gabelli Global Small and Mid-Cap Value Trust worth $2.6K as of Q2 2026.
Gabelli Global Small and Mid-Cap Value Trust was a new Arax Advisory Partners position in Q2 2026.
Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4759 holding.
41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.