RKL Wealth Management
GUT icon

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

RKL 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
Q3 		$142K Hold
25,000
– – 0.01% 193
2026
Q2 		$165K Hold
25,000
– – 0.01% 188
2026
Q1 		$151K Hold
25,000
– – 0.01% 178
2025
Q4 		$151K Buy
+25,000
New +$150K 0.01% 182

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J.W. Cole Advisors
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Balboa Wealth Partners
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Wedbush Securities
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RKL Wealth Management's GUT Position: Q3 2026 in Review

RKL Wealth Management held its Gabelli Utility Trust (GUT) position steady in Q3 2026 at 25,000 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #193.

RKL Wealth Management first reported a position in GUT in Q4 2025 and has held it in 4 quarters since. The position peaked at $165K in Q2 2026. 48 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • RKL Wealth Management held 25,000 shares of Gabelli Utility Trust worth $142K as of Q3 2026.
  • RKL Wealth Management left its Gabelli Utility Trust share count unchanged in Q3 2026.
  • Gabelli Utility Trust made up 0.01% of RKL Wealth Management's portfolio in Q3 2026, its #193 holding.
  • RKL Wealth Management first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 4 quarters since.
  • RKL Wealth Management's Gabelli Utility Trust position peaked at $165K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.