GGI
SPE

Godsey & Gibb Inc’s Special Opportunities Fund SPE Stock Holding History

Godsey & Gibb Inc’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,209
Closed -$17.9K – 391
2025
Q2 		$17.9K Hold
1,209
– – ﹤0.01% 225
2025
Q1 		$17.4K Hold
1,209
– – ﹤0.01% 243
2024
Q4 		$16.9K Hold
1,209
– – ﹤0.01% 242
2024
Q3 		$16.1K Buy
+1,209
New +$15.7K ﹤0.01% 285

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
SMA
Seven Mile Advisory Ewing, New Jersey $139M AUM 26.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Godsey & Gibb Inc's SPE Position: Q3 2025 in Review

Godsey & Gibb Inc sold out of Special Opportunities Fund (SPE) in Q3 2025, closing a stake of 1,209 shares — an estimated $17.9K sold.

Godsey & Gibb Inc first reported a position in SPE in Q3 2024 and held it in 4 quarters. The position peaked at $17.9K in Q2 2025. 41 funds tracked by Wall St. Rank hold SPE as of Q3 2025.

  • Godsey & Gibb Inc reported no remaining Special Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Godsey & Gibb Inc sold 1,209 Special Opportunities Fund shares in Q3 2025, an estimated $17.9K.
  • Godsey & Gibb Inc first reported a position in Special Opportunities Fund in Q3 2024 and held it in 4 quarters.
  • Godsey & Gibb Inc's Special Opportunities Fund position peaked at $17.9K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2025.

Based on Godsey & Gibb Inc's 13F filing for Q3 2025, filed 24 Oct 2025.