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

Pines 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
2026 Q2	$330K	Hold	50,000	–	–	0.09%	176
2026 Q1	$303K	Hold	50,000	–	–	0.1%	175
2025 Q4	$302K	Hold	50,000	–	–	0.1%	172
2025 Q3	$304K	Buy	+50,000	New	+$301K	0.1%	176

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Pines Wealth Management's GUT Position: Q2 2026 in Review

Pines Wealth Management held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 50,000 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #176.

Pines Wealth Management first reported a position in GUT in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Pines Wealth Management held 50,000 shares of Gabelli Utility Trust worth $330K as of Q2 2026.
Pines Wealth Management left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up 0.09% of Pines Wealth Management's portfolio in Q2 2026, its #176 holding.
Pines Wealth Management first reported a position in Gabelli Utility Trust in Q3 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.