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Greenberg Financial Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Greenberg Financial Group’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$319K Buy
+24,791
New +$325K 0.13% 82
2025
Q2 		– Sell
-23,572
Closed -$260K – 131
2025
Q1 		$260K Buy
+23,572
New +$366K 0.11% 86

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Greenberg Financial Group's GOF Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025: 24,791 shares worth $319K. The stake represents 0.13% of the portfolio and ranks #82 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in GOF as recently as Q1 2025.

Greenberg Financial Group first reported a position in GOF in Q1 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Greenberg Financial Group held 24,791 shares of Guggenheim Strategic Opportunities Fund worth $319K as of Q4 2025.
  • Guggenheim Strategic Opportunities Fund was a new Greenberg Financial Group position in Q4 2025.
  • Guggenheim Strategic Opportunities Fund made up 0.13% of Greenberg Financial Group's portfolio in Q4 2025, its #82 holding.
  • Greenberg Financial Group first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.