LFG
GGZ

Larson Financial Group’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Larson Financial Group’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-65
Closed -$975 – 3706
2025
Q4 		$975 Sell
65
-85
-57% -$1.21K ﹤0.01% 2964
2025
Q3 		$2.17K Buy
+150
New +$2.1K ﹤0.01% 2673
2023
Q1 		– Sell
-111
Closed -$1.25K – 1571
2022
Q4 		$1.25K Buy
+111
New +$1.21K ﹤0.01% 1261

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Larson Financial Group's GGZ Position: Q1 2026 in Review

Larson Financial Group sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2026, closing a stake of 65 shares — an estimated $975 sold.

Larson Financial Group first reported a position in GGZ in Q4 2022 and held it in 3 quarters. The position peaked at $2.17K in Q3 2025. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2026.

  • Larson Financial Group reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 65 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2026, an estimated $975.
  • Larson Financial Group first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2022 and held it in 3 quarters.
  • Larson Financial Group's Gabelli Global Small and Mid-Cap Value Trust position peaked at $2.17K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.