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Gen-Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Gen-Wealth Partners’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 		$7.26K Hold
659
– – ﹤0.01% 567
2025
Q4 		$8.49K Hold
659
– – ﹤0.01% 530
2025
Q3 		$9.87K Hold
659
– – ﹤0.01% 520
2025
Q2 		$9.81K Hold
659
– – ﹤0.01% 464
2025
Q1 		$10.3K Hold
659
– – ﹤0.01% 442
2024
Q4 		$10.1K Hold
659
– – ﹤0.01% 470
2024
Q3 		$10.3K Hold
659
– – ﹤0.01% 491
2024
Q2 		$9.83K Hold
659
– – ﹤0.01% 467
2024
Q1 		$9.44K Buy
+659
New +$9.15K ﹤0.01% 459

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

Gen-Wealth Partners's GOF Position: Q1 2026 in Review

Gen-Wealth Partners held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q1 2026 at 659 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Gen-Wealth Partners first reported a position in GOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.3K in Q3 2024. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Gen-Wealth Partners held 659 shares of Guggenheim Strategic Opportunities Fund worth $7.26K as of Q1 2026.
  • Gen-Wealth Partners left its Guggenheim Strategic Opportunities Fund share count unchanged in Q1 2026.
  • Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #567 holding.
  • Gen-Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $10.3K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.