MGO One Seven’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

MGO One Seven’s Portfolio GCV Stock Details GCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Hold	50,000	–	–	﹤0.01%	1308
2025 Q4	$208K	Hold	50,000	–	–	﹤0.01%	1309
2025 Q3	$207K	Hold	50,000	–	–	﹤0.01%	1240
2025 Q2	$192K	Hold	50,000	–	–	0.01%	1144
2025 Q1	$187K	Buy	50,000 +38,000	+317%	+$146K	0.01%	1038
2024 Q4	$45.7K	Hold	12,000	–	–	﹤0.01%	1057
2024 Q3	$44K	Hold	12,000	–	–	﹤0.01%	979
2024 Q2	$43.9K	Hold	12,000	–	–	﹤0.01%	954
2024 Q1	$44.5K	Hold	12,000	–	–	﹤0.01%	889
2023 Q4	$43.2K	Hold	12,000	–	–	﹤0.01%	891
2023 Q3	$45K	Buy	+12,000	New	+$48.9K	﹤0.01%	825

Other funds holding GCV

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return