VisionPoint Advisory Group’s Gabelli Utility Trust GUT Stock Holding History

VisionPoint Advisory Group’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$328K	Buy	57,606 +590	+1%	+$3.78K	0.05%	323
2026 Q2	$376K	Buy	57,016 +1,172	+2%	+$7.3K	0.06%	311
2026 Q1	$338K	Buy	55,844 +1,186	+2%	+$7.18K	0.06%	298
2025 Q4	$330K	Sell	54,658 -13,939	-20%	-$83.9K	0.06%	283
2025 Q3	$416K	Buy	68,597 +1,023	+2%	+$6.15K	0.08%	233
2025 Q2	$392K	Buy	67,574 +8,101	+14%	+$43.9K	0.09%	220
2025 Q1	$318K	Buy	59,473 +1,302	+2%	+$7K	0.11%	163
2024 Q4	$297K	Buy	58,171 +8,753	+18%	+$45.4K	0.1%	143
2024 Q3	$257K	Buy	49,418 +7,809	+19%	+$45.1K	0.09%	155
2024 Q2	$240K	Buy	41,609 +22,094	+113%	+$125K	0.09%	150
2024 Q1	$106K	Buy	19,515 +1,649	+9%	+$8.71K	0.04%	201
2023 Q4	$94.4K	Buy	17,866 +95	+0.5%	+$534	0.03%	192
2023 Q3	$91.8K	Buy	17,771 +8,945	+101%	+$59.1K	0.04%	200
2023 Q2	$58.3K	Buy	+8,826	New	+$59.6K	0.02%	201

Other funds holding GUT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

VisionPoint Advisory Group's GUT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Gabelli Utility Trust (GUT) stake by 1% in Q3 2026, buying an estimated $3.78K and bringing the position to 57,606 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #323.

VisionPoint Advisory Group first reported a position in GUT in Q2 2023 and has held it in 14 quarters since. The position peaked at $416K in Q3 2025. 16 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

VisionPoint Advisory Group held 57,606 shares of Gabelli Utility Trust worth $328K as of Q3 2026.
VisionPoint Advisory Group bought 590 Gabelli Utility Trust shares in Q3 2026, an estimated $3.78K.
Gabelli Utility Trust made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #323 holding.
VisionPoint Advisory Group first reported a position in Gabelli Utility Trust in Q2 2023 and has held it in 14 quarters since.
VisionPoint Advisory Group's Gabelli Utility Trust position peaked at $416K in Q3 2025.
16 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.