GWM
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Gilpin Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Gilpin Wealth 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
2026
Q3 		$10.2K Hold
297
– – 0.01% 343
2026
Q2 		$12.1K Hold
297
– – 0.01% 295
2026
Q1 		$11.7K Hold
297
– – 0.01% 283
2025
Q4 		$10.9K Buy
+297
New +$11.3K 0.01% 279

Other funds holding UTG

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Gilpin Wealth Management's UTG Position: Q3 2026 in Review

Gilpin Wealth Management held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 297 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #343.

Gilpin Wealth Management first reported a position in UTG in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.1K in Q2 2026. 13 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Gilpin Wealth Management held 297 shares of Reaves Utility Income Fund worth $10.2K as of Q3 2026.
  • Gilpin Wealth Management left its Reaves Utility Income Fund share count unchanged in Q3 2026.
  • Reaves Utility Income Fund made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #343 holding.
  • Gilpin Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Reaves Utility Income Fund position peaked at $12.1K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.