SWM
GGT

SHP Wealth Management’s Gabelli Multimedia Trust GGT Stock Holding History

SHP Wealth Management’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26K Hold
300
– – ﹤0.01% 1524
2026
Q1 		$1.18K Hold
300
– – ﹤0.01% 1417
2025
Q4 		$1.26K Buy
+300
New +$1.23K ﹤0.01% 1218

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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

SHP Wealth Management's GGT Position: Q2 2026 in Review

SHP Wealth Management held its Gabelli Multimedia Trust (GGT) position steady in Q2 2026 at 300 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

SHP Wealth Management first reported a position in GGT in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold GGT as of Q2 2026.

  • SHP Wealth Management held 300 shares of Gabelli Multimedia Trust worth $1.26K as of Q2 2026.
  • SHP Wealth Management left its Gabelli Multimedia Trust share count unchanged in Q2 2026.
  • Gabelli Multimedia Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1524 holding.
  • SHP Wealth Management first reported a position in Gabelli Multimedia Trust in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.