Beach Point Capital Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Beach Point Capital Management’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.86M	Buy	+1,041,150	New	+$10.3M	3.87%	6

Other funds holding GOF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Beach Point Capital Management's GOF Position: Q3 2026 in Review

Beach Point Capital Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q3 2026: 1,041,150 shares worth $8.86M. The stake represents 3.87% of the portfolio and ranks #6 among its holdings.

106 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

Beach Point Capital Management held 1,041,150 shares of Guggenheim Strategic Opportunities Fund worth $8.86M as of Q3 2026.
Guggenheim Strategic Opportunities Fund was a new Beach Point Capital Management position in Q3 2026.
Guggenheim Strategic Opportunities Fund made up 3.87% of Beach Point Capital Management's portfolio in Q3 2026, its #6 holding.
106 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Beach Point Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.