Root Financial Partners
GUT icon

Root Financial Partners’s Gabelli Utility Trust GUT Stock Holding History

Root Financial Partners’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 		$7.58K Buy
+1,332
New +$8.53K ﹤0.01% 2051
2026
Q2 		– Sell
-1,332
Closed -$8.06K – 1573
2026
Q1 		$8.06K Hold
1,332
– – ﹤0.01% 1764
2025
Q4 		$8.03K Sell
1,332
-27
-2% -$162 ﹤0.01% 1596
2025
Q3 		$8.25K Buy
+1,359
New +$8.18K ﹤0.01% 1529

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Root Financial Partners's GUT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Gabelli Utility Trust (GUT) in Q3 2026: 1,332 shares worth $7.58K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GUT as recently as Q1 2026.

Root Financial Partners first reported a position in GUT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.25K in Q3 2025. 91 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Root Financial Partners held 1,332 shares of Gabelli Utility Trust worth $7.58K as of Q3 2026.
  • Gabelli Utility Trust was a new Root Financial Partners position in Q3 2026.
  • Gabelli Utility Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2051 holding.
  • Root Financial Partners first reported a position in Gabelli Utility Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Gabelli Utility Trust position peaked at $8.25K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.