SageView Advisory Group’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

SageView Advisory Group’s Portfolio GGZ Stock Details GGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.12K	Buy	+208	New	+$2.96K	﹤0.01%	2106

Other funds holding GGZ

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's GGZ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2025: 208 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #2106 among its holdings.

47 funds tracked by Wall St. Rank hold GGZ as of Q4 2025.

SageView Advisory Group held 208 shares of Gabelli Global Small and Mid-Cap Value Trust worth $3.12K as of Q4 2025.
Gabelli Global Small and Mid-Cap Value Trust was a new SageView Advisory Group position in Q4 2025.
Gabelli Global Small and Mid-Cap Value Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2106 holding.
47 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.