CSP
GOF icon

Cary Street Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Cary Street Partners’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 		$2M Buy
182,722
+3,340
+2% +$37.3K 0.04% 364
2026
Q1 		$1.98M Buy
179,382
+17,753
+11% +$214K 0.05% 330
2025
Q4 		$2.08M Buy
161,629
+60,229
+59% +$789K 0.05% 321
2025
Q3 		$1.52M Buy
+101,400
New +$1.52M 0.04% 349

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cary Street Partners's GOF Position: Q2 2026 in Review

Cary Street Partners increased its Guggenheim Strategic Opportunities Fund (GOF) stake by 1.9% in Q2 2026, buying an estimated $37.3K and bringing the position to 182,722 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #364.

Cary Street Partners first reported a position in GOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2025. 34 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Cary Street Partners held 182,722 shares of Guggenheim Strategic Opportunities Fund worth $2M as of Q2 2026.
  • Cary Street Partners bought 3,340 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $37.3K.
  • Guggenheim Strategic Opportunities Fund made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #364 holding.
  • Cary Street Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Cary Street Partners's Guggenheim Strategic Opportunities Fund position peaked at $2.08M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.