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GeoWealth Management’s Reaves Utility Income Fund UTG Stock Holding History

GeoWealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,999
Closed -$65.6K – 1885
2024
Q3 		$65.6K Buy
+1,999
New +$58.8K ﹤0.01% 1003

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

GeoWealth Management's UTG Position: Q4 2024 in Review

GeoWealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 1,999 shares — an estimated $65.6K sold.

GeoWealth Management first reported a position in UTG in Q3 2024 and held it in 1 quarter. The position peaked at $65.6K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • GeoWealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 1,999 Reaves Utility Income Fund shares in Q4 2024, an estimated $65.6K.
  • GeoWealth Management first reported a position in Reaves Utility Income Fund in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Reaves Utility Income Fund position peaked at $65.6K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.