Corient Private Wealth
GOF icon

Corient Private Wealth’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Corient Private Wealth’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
-26,041
Closed -$287K – 3129
2026
Q1 		$287K Buy
+26,041
New +$314K ﹤0.01% 2344
2023
Q4 		– Sell
-18,384
Closed -$272K – 2285
2023
Q3 		$272K Buy
18,384
+6,545
+55% +$103K ﹤0.01% 1789
2023
Q2 		$188K Sell
11,839
-5,408
-31% -$86.3K ﹤0.01% 1887
2023
Q1 		$279K Buy
17,247
+398
+2% +$6.57K ﹤0.01% 1645
2022
Q4 		$256K Buy
+16,849
New +$265K ﹤0.01% 1393

Other funds holding GOF

Morgan Stanley
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
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
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corient Private Wealth's GOF Position: Q2 2026 in Review

Corient Private Wealth sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 26,041 shares — an estimated $287K sold.

Corient Private Wealth first reported a position in GOF in Q4 2022 and held it in 5 quarters. The position peaked at $287K in Q1 2026. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Corient Private Wealth reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 26,041 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $287K.
  • Corient Private Wealth first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's Guggenheim Strategic Opportunities Fund position peaked at $287K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.