Balboa Wealth Partners
GUT icon

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
Q3 		$611K Sell
107,342
-3,101
-3% -$19.9K 0.08% 204
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Balboa Wealth Partners's GUT Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Gabelli Utility Trust (GUT) stake by 2.8% in Q3 2026, selling an estimated $19.9K and leaving 107,342 shares worth $611K. The position accounts for 0.08% of the portfolio, ranked #204.

Balboa Wealth Partners first reported a position in GUT in Q3 2022 and has held it in 17 quarters since. The position peaked at $744K in Q2 2024. 49 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Balboa Wealth Partners held 107,342 shares of Gabelli Utility Trust worth $611K as of Q3 2026.
  • Balboa Wealth Partners sold 3,101 Gabelli Utility Trust shares in Q3 2026, an estimated $19.9K.
  • Gabelli Utility Trust made up 0.08% of Balboa Wealth Partners's portfolio in Q3 2026, its #204 holding.
  • Balboa Wealth Partners first reported a position in Gabelli Utility Trust in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Gabelli Utility Trust position peaked at $744K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.