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Concord Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Concord Wealth 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
2025
Q3 		– Sell
-271
Closed -$4.04K – 852
2025
Q2 		$4.04K Hold
271
– – ﹤0.01% 659
2025
Q1 		$4.22K Buy
+271
New +$4.21K ﹤0.01% 605

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concord Wealth Partners's GOF Position: Q3 2025 in Review

Concord Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q3 2025, closing a stake of 271 shares — an estimated $4.04K sold.

Concord Wealth Partners first reported a position in GOF in Q1 2025 and held it in 2 quarters. The position peaked at $4.22K in Q1 2025. 186 funds tracked by Wall St. Rank hold GOF as of Q3 2025.

  • Concord Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 271 Guggenheim Strategic Opportunities Fund shares in Q3 2025, an estimated $4.04K.
  • Concord Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Concord Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $4.22K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.