BWP
GUT

Balboa Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History

Balboa Wealth Partners’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$728K Sell
110,443
-2,815
-2% -$17.5K 0.1% 172
2026
Q1 		$685K Buy
113,258
+8,679
+8% +$52.5K 0.11% 156
2025
Q4 		$631K Sell
104,579
-4,304
-4% -$25.9K 0.1% 157
2025
Q3 		$661K Sell
108,883
-3,562
-3% -$21.4K 0.11% 145
2025
Q2 		$652K Sell
112,445
-14,559
-11% -$78.8K 0.13% 131
2025
Q1 		$678K Sell
127,004
-352
-0.3% -$1.89K 0.16% 106
2024
Q4 		$641K Sell
127,356
-1,338
-1% -$6.94K 0.15% 113
2024
Q3 		$669K Sell
128,694
-268
-0.2% -$1.55K 0.17% 113
2024
Q2 		$744K Buy
128,962
+3,390
+3% +$19.2K 0.2% 91
2024
Q1 		$679K Buy
125,572
+21,187
+20% +$112K 0.2% 97
2023
Q4 		$551K Buy
104,385
+7,054
+7% +$39.6K 0.18% 102
2023
Q3 		$503K Buy
97,331
+9,105
+10% +$60.2K 0.19% 101
2023
Q2 		$583K Sell
88,226
-1,128
-1% -$7.62K 0.2% 96
2023
Q1 		$623K Buy
89,354
+7,489
+9% +$53.1K 0.24% 82
2022
Q4 		$599K Sell
81,865
-14,620
-15% -$100K 0.27% 91
2022
Q3 		$649K Buy
+96,485
New +$711K 0.29% 71

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Balboa Wealth Partners's GUT Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Gabelli Utility Trust (GUT) stake by 2.5% in Q2 2026, selling an estimated $17.5K and leaving 110,443 shares worth $728K. The position accounts for 0.1% of the portfolio, ranked #172.

Balboa Wealth Partners first reported a position in GUT in Q3 2022 and has held it in 16 quarters since. The position peaked at $744K in Q2 2024. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Balboa Wealth Partners held 110,443 shares of Gabelli Utility Trust worth $728K as of Q2 2026.
  • Balboa Wealth Partners sold 2,815 Gabelli Utility Trust shares in Q2 2026, an estimated $17.5K.
  • Gabelli Utility Trust made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Balboa Wealth Partners first reported a position in Gabelli Utility Trust in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Gabelli Utility Trust position peaked at $744K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

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