Leverty Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Leverty Financial Group’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 Q3	$178K	Hold	31,267	–	–	0.03%	46
2026 Q2	$206K	Hold	31,267	–	–	0.04%	45
2026 Q1	$189K	Hold	31,267	–	–	0.04%	42
2025 Q4	$189K	Hold	31,267	–	–	0.05%	45
2025 Q3	$190K	Hold	31,267	–	–	0.05%	42
2025 Q2	$181K	Hold	31,267	–	–	0.05%	42
2025 Q1	$167K	Hold	31,267	–	–	0.07%	40
2024 Q4	$157K	Hold	31,267	–	–	0.08%	35
2024 Q3	$163K	Sell	31,267 -813	-3%	-$4.7K	0.09%	33
2024 Q2	$185K	Hold	32,080	–	–	0.11%	31
2024 Q1	$174K	Hold	32,080	–	–	0.1%	31
2023 Q4	$169K	Hold	32,080	–	–	0.11%	32
2023 Q3	$166K	Hold	32,080	–	–	0.12%	29
2023 Q2	$212K	Hold	32,080	–	–	0.15%	27
2023 Q1	$224K	Hold	32,080	–	–	0.18%	27
2022 Q4	$235K	Hold	32,080	–	–	0.2%	23
2022 Q3	$215K	Hold	32,080	–	–	0.21%	23
2022 Q2	$212K	Buy	32,080 +5,663	+21%	+$38.8K	0.2%	22
2022 Q1	$183K	Hold	26,417	–	–	0.14%	23
2021 Q4	$212K	Buy	+26,417	New	+$208K	0.16%	16

Other funds holding GUT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Leverty Financial Group's GUT Position: Q3 2026 in Review

Leverty Financial Group held its Gabelli Utility Trust (GUT) position steady in Q3 2026 at 31,267 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #46.

Leverty Financial Group first reported a position in GUT in Q4 2021 and has held it in 20 quarters since. The position peaked at $235K in Q4 2022. 20 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

Leverty Financial Group held 31,267 shares of Gabelli Utility Trust worth $178K as of Q3 2026.
Leverty Financial Group left its Gabelli Utility Trust share count unchanged in Q3 2026.
Gabelli Utility Trust made up 0.03% of Leverty Financial Group's portfolio in Q3 2026, its #46 holding.
Leverty Financial Group first reported a position in Gabelli Utility Trust in Q4 2021 and has held it in 20 quarters since.
Leverty Financial Group's Gabelli Utility Trust position peaked at $235K in Q4 2022.
20 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.