BHWM
GGZ

Beaird Harris Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Beaird Harris Wealth Management’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
Q1 		– Sell
-20
Closed -$300 – 705
2025
Q4 		$300 Hold
20
– – ﹤0.01% 625
2025
Q3 		$289 Buy
+20
New +$280 ﹤0.01% 644

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Beaird Harris Wealth Management's GGZ Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2026, closing a stake of 20 shares — an estimated $300 sold.

Beaird Harris Wealth Management first reported a position in GGZ in Q3 2025 and held it in 2 quarters. The position peaked at $300 in Q4 2025. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 20 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2026, an estimated $300.
  • Beaird Harris Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $300 in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.