Geneos Wealth Management’s The Gabelli Go Anywhere Trust GGO Stock Holding History

Geneos Wealth Management’s Portfolio GGO Stock Details GGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-183	Closed	-$3K	–	2165
2016 Q4	$3K	Buy	+183	New	+$3.7K	﹤0.01%	1808

Other funds holding GGO

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's GGO Position: Q1 2017 in Review

Geneos Wealth Management sold out of The Gabelli Go Anywhere Trust (GGO) in Q1 2017, closing a stake of 183 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in GGO in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 2 funds tracked by Wall St. Rank hold GGO as of Q1 2017.

Geneos Wealth Management reported no remaining The Gabelli Go Anywhere Trust position as of Q1 2017 after selling out during the quarter.
Geneos Wealth Management sold 183 The Gabelli Go Anywhere Trust shares in Q1 2017, an estimated $3K.
Geneos Wealth Management first reported a position in The Gabelli Go Anywhere Trust in Q4 2016 and held it in 1 quarter.
Geneos Wealth Management's The Gabelli Go Anywhere Trust position peaked at $3K in Q4 2016.
2 funds tracked by Wall St. Rank held The Gabelli Go Anywhere Trust as of Q1 2017.

Based on Geneos Wealth Management's 13F filing for Q1 2017, filed 7 Sep 2021.