Global Retirement Partners’s Gabelli Utility Trust GUT Stock Holding History

Global Retirement Partners’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,593	Closed	-$52.2K	–	4321
2025 Q3	$52.2K	Hold	8,593	–	–	﹤0.01%	1862
2025 Q2	$49.8K	Buy	+8,593	New	+$46.5K	﹤0.01%	1775
2024 Q4	$37.3K	Hold	7,417	–	–	﹤0.01%	1759
2024 Q3	$38.6K	Sell	7,417 -193	-3%	-$1.11K	﹤0.01%	1684
2024 Q2	$43.9K	Hold	7,610	–	–	﹤0.01%	1609
2024 Q1	$41.2K	Hold	7,610	–	–	﹤0.01%	1488
2023 Q4	$39.2K	Sell	7,610 -2,142	-22%	-$12K	﹤0.01%	1473
2023 Q3	$47.6K	Hold	9,752	–	–	﹤0.01%	1298
2023 Q2	$64.4K	Hold	9,752	–	–	﹤0.01%	1149
2023 Q1	$65.6K	Hold	9,752	–	–	﹤0.01%	1115
2022 Q4	$71.4K	Hold	9,752	–	–	﹤0.01%	944
2022 Q3	$65K	Hold	9,752	–	–	﹤0.01%	921
2022 Q2	$65K	Hold	9,752	–	–	0.01%	894
2022 Q1	$66K	Buy	+9,752	New	+$75.2K	0.01%	882

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's GUT Position: Q4 2025 in Review

Global Retirement Partners sold out of Gabelli Utility Trust (GUT) in Q4 2025, closing a stake of 8,593 shares — an estimated $52.2K sold.

Global Retirement Partners first reported a position in GUT in Q1 2022 and held it in 14 quarters. The position peaked at $71.4K in Q4 2022. 101 funds tracked by Wall St. Rank hold GUT as of Q4 2025.

Global Retirement Partners reported no remaining Gabelli Utility Trust position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 8,593 Gabelli Utility Trust shares in Q4 2025, an estimated $52.2K.
Global Retirement Partners first reported a position in Gabelli Utility Trust in Q1 2022 and held it in 14 quarters.
Global Retirement Partners's Gabelli Utility Trust position peaked at $71.4K in Q4 2022.
101 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.