KWM
GUT

Kingsview Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Kingsview Wealth Management’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 		$198K Buy
+30,084
New +$187K ﹤0.01% 1363
2023
Q4 		– Sell
-11,914
Closed -$61.5K – 977
2023
Q3 		$61.5K Buy
+11,914
New +$78.8K ﹤0.01% 920

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kingsview Wealth Management's GUT Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in Gabelli Utility Trust (GUT) in Q2 2026: 30,084 shares worth $198K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in GUT as recently as Q3 2023.

Kingsview Wealth Management first reported a position in GUT in Q3 2023 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Kingsview Wealth Management held 30,084 shares of Gabelli Utility Trust worth $198K as of Q2 2026.
  • Gabelli Utility Trust was a new Kingsview Wealth Management position in Q2 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1363 holding.
  • Kingsview Wealth Management first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.