Bessemer Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Bessemer Group’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 Q2	$12K	Buy	+1,123	New	+$12.5K	﹤0.01%	2118
2019 Q4	–	Sell	-3,405	Closed	-$66K	–	1681
2019 Q3	$66K	Buy	+3,405	New	+$68.3K	﹤0.01%	1225
2017 Q4	–	Sell	-151,975	Closed	-$3.24M	–	1733
2017 Q3	$3.24M	Sell	151,975 -75,000	-33%	-$1.59M	0.01%	340
2017 Q2	$4.8M	Sell	226,975 -20,075	-8%	-$421K	0.02%	293
2017 Q1	$5.03M	Sell	247,050 -3,441	-1%	-$69.2K	0.02%	328
2016 Q4	$4.92M	Sell	250,491 -2,512	-1%	-$48.5K	0.02%	325
2016 Q3	$4.83M	Sell	253,003 -1,751	-0.7%	-$32.9K	0.02%	311
2016 Q2	$4.62M	Sell	254,754 -60,000	-19%	-$1.06M	0.03%	313
2016 Q1	$5.35M	Buy	314,754 +14,754	+5%	+$238K	0.03%	277
2015 Q4	$5.05M	Buy	300,000 +85,000	+40%	+$1.51M	0.03%	258
2015 Q3	$3.84M	Buy	+215,000	New	+$4.05M	0.02%	298

Other funds holding GOF

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

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

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bessemer Group's GOF Position: Q2 2026 in Review

Bessemer Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026: 1,123 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings. This is a return to the name: Bessemer Group previously reported a position in GOF as recently as Q3 2019.

Bessemer Group first reported a position in GOF in Q3 2015 and has held it in 11 quarters since. The position peaked at $5.35M in Q1 2016. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Bessemer Group held 1,123 shares of Guggenheim Strategic Opportunities Fund worth $12K as of Q2 2026.
Guggenheim Strategic Opportunities Fund was a new Bessemer Group position in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2118 holding.
Bessemer Group first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2015 and has held it in 11 quarters since.
Bessemer Group's Guggenheim Strategic Opportunities Fund position peaked at $5.35M in Q1 2016.
212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.