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Semus Wealth Partners’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Semus Wealth Partners’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,486
Closed -$217K – 115
2025
Q3 		$217K Sell
14,486
-6,542
-31% -$97.8K 0.12% 102
2025
Q2 		$313K Sell
21,028
-798
-4% -$11.6K 0.2% 80
2025
Q1 		$340K Sell
21,826
-5,628
-20% -$87.4K 0.24% 73
2024
Q4 		$419K Sell
27,454
-6,932
-20% -$109K 0.28% 64
2024
Q3 		$542K Sell
34,386
-11,160
-25% -$171K 0.38% 52
2024
Q2 		$679K Sell
45,546
-8,562
-16% -$125K 0.52% 39
2024
Q1 		$775K Sell
54,108
-6,328
-10% -$87.9K 0.65% 33
2023
Q4 		$774K Sell
60,436
-1,415
-2% -$18.5K 0.63% 36
2023
Q3 		$915K Buy
61,851
+591
+1% +$9.34K 0.85% 25
2023
Q2 		$974K Buy
61,260
+342
+0.6% +$5.46K 0.89% 17
2023
Q1 		$985K Sell
60,918
-1,943
-3% -$32.1K 1.06% 16
2022
Q4 		$957K Buy
+62,861
New +$991K 1.16% 16

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Semus Wealth Partners's GOF Position: Q4 2025 in Review

Semus Wealth Partners sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2025, closing a stake of 14,486 shares — an estimated $217K sold.

Semus Wealth Partners first reported a position in GOF in Q4 2022 and held it in 12 quarters. The position peaked at $985K in Q1 2023. 197 funds tracked by Wall St. Rank hold GOF as of Q4 2025.

  • Semus Wealth Partners reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 14,486 Guggenheim Strategic Opportunities Fund shares in Q4 2025, an estimated $217K.
  • Semus Wealth Partners first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2022 and held it in 12 quarters.
  • Semus Wealth Partners's Guggenheim Strategic Opportunities Fund position peaked at $985K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2025.

Based on Semus Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.