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Marex Group’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Marex 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
2026
Q1 		– Sell
-54,682
Closed -$704K – 1117
2025
Q4 		$704K Buy
+54,682
New +$716K ﹤0.01% 474
2025
Q1 		– Sell
-17,855
Closed -$272K – 750
2024
Q4 		$272K Buy
+17,855
New +$280K ﹤0.01% 471
2024
Q1 		– Sell
-14,537
Closed -$186K – 579
2023
Q4 		$186K Buy
+14,537
New +$190K 0.01% 461

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 $377B AUM 19.32% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Marex Group's GOF Position: Q1 2026 in Review

Marex Group sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q1 2026, closing a stake of 54,682 shares — an estimated $704K sold.

Marex Group first reported a position in GOF in Q4 2023 and held it in 3 quarters. The position peaked at $704K in Q4 2025. 200 funds tracked by Wall St. Rank hold GOF as of Q1 2026.

  • Marex Group reported no remaining Guggenheim Strategic Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 54,682 Guggenheim Strategic Opportunities Fund shares in Q1 2026, an estimated $704K.
  • Marex Group first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Marex Group's Guggenheim Strategic Opportunities Fund position peaked at $704K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.