GC
GGZ

GatePass Capital’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

GatePass Capital’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 		$1.31M Sell
87,000
-1,000
-1% -$15.7K 0.64% 41
2025
Q4 		$1.32M Hold
88,000
– – 0.68% 36
2025
Q3 		$1.27M Hold
88,000
– – 0.74% 35
2025
Q2 		$1.17M Hold
88,000
– – 0.78% 30
2025
Q1 		$1.06M Buy
88,000
+76,000
+633% +$928K 0.79% 31
2024
Q4 		$140K Buy
+12,000
New +$150K 0.15% 99

Other funds holding GGZ

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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
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 $564B AUM 30.12% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Capstone Investment Advisors
Capstone Investment Advisors New York $12.1B AUM 26.91% 1-Year Est. Return