Fidelity Investments
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Fidelity Investments’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-1
Closed -$14 – 5481
2025
Q3 		$14 Buy
+1
New +$15 ﹤0.01% 5329
2025
Q1 		– Sell
-2
Closed -$31 – 5462
2024
Q4 		$31 Buy
2
+1
+100% +$16 ﹤0.01% 5275
2024
Q3 		$16 Buy
+1
New +$15 ﹤0.01% 5384
2024
Q2 		– Sell
-1
Closed -$14 – 5482
2024
Q1 		$14 Sell
1
-1
-50% -$14 ﹤0.01% 5234
2023
Q4 		$26 Hold
2
– – ﹤0.01% 5146
2023
Q3 		$30 Buy
2
+1
+100% +$16 ﹤0.01% 5014
2023
Q2 		$16 Buy
+1
New +$16 ﹤0.01% 5218
2023
Q1 		– Sell
-2
Closed -$30 – 5389
2022
Q4 		$30 Hold
2
– – ﹤0.01% 5034
2022
Q3 		$0 Buy
+2
New +$33 ﹤0.01% 5095
2022
Q2 		– Sell
-1
Closed – – 5157
2022
Q1 		$0 Sell
1
-3
-75% -$56 ﹤0.01% 5180
2021
Q4 		$0 Sell
4
-1,330
-100% -$25.4K ﹤0.01% 4589
2021
Q3 		$26K Buy
1,334
+1,333
+133,300% +$28.4K ﹤0.01% 3365
2021
Q2 		$0 Hold
1
– – ﹤0.01% 4497
2021
Q1 		$0 Buy
+1
New +$21 ﹤0.01% 4199
2020
Q2 		– Sell
-1
Closed – – 3823
2020
Q1 		$0 Sell
1
-4
-80% -$70 ﹤0.01% 3875
2019
Q4 		$0 Buy
+5
New +$96 ﹤0.01% 3975
2018
Q4 		– Sell
-1
Closed – – 3764
2018
Q3 		$0 Buy
+1
New +$22 ﹤0.01% 3639

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
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Fidelity Investments's GOF Position: Q4 2025 in Review

Fidelity Investments sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in GOF in Q3 2018 and held it in 17 quarters. The position peaked at $26K in Q3 2021. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Fidelity Investments reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Guggenheim Strategic Opportunities Fund share in Q4 2025, an estimated $14.
  • Fidelity Investments first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2018 and held it in 17 quarters.
  • Fidelity Investments's Guggenheim Strategic Opportunities Fund position peaked at $26K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.