MWM
GUT

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

Mission 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
2025
Q3 		– Sell
-74,800
Closed -$434K – 722
2025
Q2 		$434K Buy
+74,800
New +$405K 0.01% 508

Other funds holding GUT

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VCM
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mission Wealth Management's GUT Position: Q3 2025 in Review

Mission Wealth Management sold out of Gabelli Utility Trust (GUT) in Q3 2025, closing a stake of 74,800 shares — an estimated $434K sold.

Mission Wealth Management first reported a position in GUT in Q2 2025 and held it in 1 quarter. The position peaked at $434K in Q2 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q3 2025.

  • Mission Wealth Management reported no remaining Gabelli Utility Trust position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 74,800 Gabelli Utility Trust shares in Q3 2025, an estimated $434K.
  • Mission Wealth Management first reported a position in Gabelli Utility Trust in Q2 2025 and held it in 1 quarter.
  • Mission Wealth Management's Gabelli Utility Trust position peaked at $434K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.