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Darwin Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Darwin Wealth Management’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
Q1 		– Sell
-750
Closed -$9.66K – 652
2025
Q4 		$9.66K Hold
750
– – ﹤0.01% 381
2025
Q3 		$11.2K Hold
750
– – ﹤0.01% 362
2025
Q2 		$11.2K Hold
750
– – ﹤0.01% 345
2025
Q1 		$11.4K Hold
750
– – ﹤0.01% 364
2024
Q4 		$11.4K Hold
750
– – ﹤0.01% 364
2024
Q3 		$11.8K Buy
+750
New +$11.5K ﹤0.01% 365

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Darwin Wealth Management's GOF Position: Q1 2026 in Review

Darwin Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 750 shares — an estimated $9.66K sold.

Darwin Wealth Management first reported a position in GOF in Q3 2024 and held it in 6 quarters. The position peaked at $11.8K in Q3 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Darwin Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 750 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $9.66K.
  • Darwin Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2024 and held it in 6 quarters.
  • Darwin Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $11.8K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.