HWP
GUT

Highline Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History

Highline Wealth 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
2026
Q2 		– Sell
-380
Closed -$2.3K – 1448
2026
Q1 		$2.3K Hold
380
– – ﹤0.01% 1038
2025
Q4 		$2.29K Hold
380
– – ﹤0.01% 824
2025
Q3 		$2.31K Buy
+380
New +$2.29K ﹤0.01% 825

Other funds holding GUT

PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highline Wealth Partners's GUT Position: Q2 2026 in Review

Highline Wealth Partners sold out of Gabelli Utility Trust (GUT) in Q2 2026, closing a stake of 380 shares — an estimated $2.3K sold.

Highline Wealth Partners first reported a position in GUT in Q3 2025 and held it in 3 quarters. The position peaked at $2.31K in Q3 2025. 16 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Highline Wealth Partners reported no remaining Gabelli Utility Trust position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 380 Gabelli Utility Trust shares in Q2 2026, an estimated $2.3K.
  • Highline Wealth Partners first reported a position in Gabelli Utility Trust in Q3 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Gabelli Utility Trust position peaked at $2.31K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.