EPW
GGZ

Evolve Private Wealth’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Evolve Private Wealth’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Sell
69,520
-484
-0.7% -$7.6K 0.06% 321
2025
Q4 		$1.05M Buy
+70,004
New +$996K 0.06% 282

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Evolve Private Wealth's GGZ Position: Q1 2026 in Review

Evolve Private Wealth reduced its Gabelli Global Small and Mid-Cap Value Trust (GGZ) stake by 0.69% in Q1 2026, selling an estimated $7.6K and leaving 69,520 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #321.

Evolve Private Wealth first reported a position in GGZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2026.

  • Evolve Private Wealth held 69,520 shares of Gabelli Global Small and Mid-Cap Value Trust worth $1.04M as of Q1 2026.
  • Evolve Private Wealth sold 484 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2026, an estimated $7.6K.
  • Gabelli Global Small and Mid-Cap Value Trust made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #321 holding.
  • Evolve Private Wealth first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1.05M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.