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

Core 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
2026
Q2 		– Sell
-10,979
Closed -$121K – 194
2026
Q1 		$121K Hold
10,979
– – 0.06% 175
2025
Q4 		$141K Hold
10,979
– – 0.06% 170
2025
Q3 		$164K Hold
10,979
– – 0.08% 175
2025
Q2 		$163K Hold
10,979
– – 0.08% 168
2025
Q1 		$171K Hold
10,979
– – 0.1% 158
2024
Q4 		$168K Buy
+10,979
New +$172K 0.1% 163

Other funds holding GOF

SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Core Wealth Partners's GOF Position: Q2 2026 in Review

Core Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 10,979 shares — an estimated $121K sold.

Core Wealth Partners first reported a position in GOF in Q4 2024 and held it in 6 quarters. The position peaked at $171K in Q1 2025. 38 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Core Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Partners sold 10,979 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $121K.
  • Core Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2024 and held it in 6 quarters.
  • Core Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $171K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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