SAG
GGZ

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
2026
Q1 		– Sell
-208
Closed -$3.12K – 1292
2025
Q4 		$3.12K Buy
+208
New +$2.96K ﹤0.01% 2106

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM

SageView Advisory Group's GGZ Position: Q1 2026 in Review

SageView Advisory Group sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2026, closing a stake of 208 shares — an estimated $3.12K sold.

SageView Advisory Group first reported a position in GGZ in Q4 2025 and held it in 1 quarter. The position peaked at $3.12K in Q4 2025. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2026.

  • SageView Advisory Group reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 208 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2026, an estimated $3.12K.
  • SageView Advisory Group first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Gabelli Global Small and Mid-Cap Value Trust position peaked at $3.12K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.