Truist Financial
GOF icon

Truist Financial’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Truist Financial’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
2026
Q2 		$5.2M Sell
476,318
-88,142
-16% -$984K 0.01% 898
2026
Q1 		$6.22M Sell
564,460
-202,476
-26% -$2.44M 0.01% 771
2025
Q4 		$9.88M Buy
766,936
+342,456
+81% +$4.48M 0.01% 611
2025
Q3 		$6.36M Buy
424,480
+108,158
+34% +$1.62M 0.01% 780
2025
Q2 		$4.71M Buy
316,322
+94,504
+43% +$1.38M 0.01% 885
2025
Q1 		$3.45M Buy
221,818
+60,426
+37% +$939K 0.01% 975
2024
Q4 		$2.46M Buy
161,392
+12,507
+8% +$196K ﹤0.01% 1137
2024
Q3 		$2.35M Sell
148,885
-1,269
-0.8% -$19.5K ﹤0.01% 1163
2024
Q2 		$2.24M Sell
150,154
-7,838
-5% -$114K ﹤0.01% 1215
2024
Q1 		$2.26M Sell
157,992
-126
-0.1% -$1.75K ﹤0.01% 1224
2023
Q4 		$2.02M Sell
158,118
-71,945
-31% -$938K ﹤0.01% 1254
2023
Q3 		$3.4M Sell
230,063
-14,813
-6% -$234K 0.01% 998
2023
Q2 		$3.89M Buy
244,876
+21,807
+10% +$348K 0.01% 938
2023
Q1 		$3.61M Buy
223,069
+105,537
+90% +$1.74M 0.01% 967
2022
Q4 		$1.79M Sell
117,532
-10,706
-8% -$169K ﹤0.01% 1269
2022
Q3 		$1.97M Buy
128,238
+1,757
+1% +$29.2K ﹤0.01% 1180
2022
Q2 		$2.04M Buy
126,481
+1,992
+2% +$35.3K ﹤0.01% 1204
2022
Q1 		$2.37M Sell
124,489
-6,333
-5% -$119K ﹤0.01% 1222
2021
Q4 		$2.4M Buy
130,822
+41,885
+47% +$801K ﹤0.01% 1206
2021
Q3 		$1.7M Sell
88,937
-4,743
-5% -$101K ﹤0.01% 1350
2021
Q2 		$2.03M Sell
93,680
-1,704
-2% -$35.8K ﹤0.01% 1284
2021
Q1 		$2M Sell
95,384
-1,056
-1% -$21.7K ﹤0.01% 1232
2020
Q4 		$1.87M Buy
96,440
+594
+0.6% +$10.9K ﹤0.01% 1195
2020
Q3 		$1.69M Sell
95,846
-196
-0.2% -$3.46K ﹤0.01% 1146
2020
Q2 		$1.62M Buy
96,042
+54,994
+134% +$875K ﹤0.01% 1119
2020
Q1 		$626K Buy
41,048
+1,624
+4% +$28.5K ﹤0.01% 1460
2019
Q4 		$713K Buy
+39,424
New +$755K ﹤0.01% 1627

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Truist Financial's GOF Position: Q2 2026 in Review

Truist Financial reduced its Guggenheim Strategic Opportunities Fund (GOF) stake by 16% in Q2 2026, selling an estimated $984K and leaving 476,318 shares worth $5.2M. The position accounts for 0.01% of the portfolio, ranked #898.

Truist Financial first reported a position in GOF in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.88M in Q4 2025. 212 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Truist Financial held 476,318 shares of Guggenheim Strategic Opportunities Fund worth $5.2M as of Q2 2026.
  • Truist Financial sold 88,142 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $984K.
  • Guggenheim Strategic Opportunities Fund made up 0.01% of Truist Financial's portfolio in Q2 2026, its #898 holding.
  • Truist Financial first reported a position in Guggenheim Strategic Opportunities Fund in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Guggenheim Strategic Opportunities Fund position peaked at $9.88M in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.