Gilliland Jeter Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Gilliland Jeter Wealth Management’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
2024 Q4	–	Sell	-1,034	Closed	-$12.8K	–	359
2024 Q3	$12.8K	Buy	1,034 +14	+1%	+$166	﹤0.01%	431
2024 Q2	$11.5K	Buy	1,020 +14	+1%	+$162	﹤0.01%	434
2024 Q1	$12.1K	Buy	+1,006	New	+$11.7K	﹤0.01%	419

Other funds holding GGZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

GCIA

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gilliland Jeter Wealth Management's GGZ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2024, closing a stake of 1,034 shares — an estimated $12.8K sold.

Gilliland Jeter Wealth Management first reported a position in GGZ in Q1 2024 and held it in 3 quarters. The position peaked at $12.8K in Q3 2024. 39 funds tracked by Wall St. Rank hold GGZ as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 1,034 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2024, an estimated $12.8K.
Gilliland Jeter Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $12.8K in Q3 2024.
39 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.