Spire Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-40	Closed	-$601	–	2292
2026 Q1	$601	Hold	40	–	–	﹤0.01%	2223
2025 Q4	$600	Hold	40	–	–	﹤0.01%	2262
2025 Q3	$578	Hold	40	–	–	﹤0.01%	2340
2025 Q2	$533	Buy	+40	New	+$495	﹤0.01%	2362

Other funds holding GGZ

1WA

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Spire Wealth Management's GGZ Position: Q2 2026 in Review

Spire Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2026, closing a stake of 40 shares — an estimated $601 sold.

Spire Wealth Management first reported a position in GGZ in Q2 2025 and held it in 4 quarters. The position peaked at $601 in Q1 2026. 4 funds tracked by Wall St. Rank hold GGZ as of Q2 2026.

Spire Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 40 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2026, an estimated $601.
Spire Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2025 and held it in 4 quarters.
Spire Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $601 in Q1 2026.
4 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.