Wealth Quarterback
GUT icon

Wealth Quarterback’s Gabelli Utility Trust GUT Stock Holding History

Wealth Quarterback’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 		$233K Sell
40,953
-30
-0.1% -$192 0.07% 160
2026
Q2 		$270K Sell
40,983
-6,118
-13% -$38.1K 0.08% 149
2026
Q1 		$285K Buy
47,101
+6,442
+16% +$39K 0.11% 133
2025
Q4 		$245K Buy
40,659
+361
+0.9% +$2.17K 0.09% 136
2025
Q3 		$245K Buy
40,298
+12
+0% +$72 0.09% 139
2025
Q2 		$234K Buy
40,286
+431
+1% +$2.33K 0.11% 130
2025
Q1 		$213K Buy
39,855
+232
+0.6% +$1.25K 0.12% 115
2024
Q4 		$199K Buy
39,623
+1,932
+5% +$10K 0.09% 115
2024
Q3 		$196K Sell
37,691
-2,489
-6% -$14.4K 0.1% 122
2024
Q2 		$232K Sell
40,180
-793
-2% -$4.5K 0.13% 103
2024
Q1 		$222K Buy
40,973
+3,087
+8% +$16.3K 0.12% 106
2023
Q4 		$200K Buy
37,886
+1,264
+3% +$7.1K 0.12% 112
2023
Q3 		$189K Sell
36,622
-762
-2% -$5.04K 0.16% 104
2023
Q2 		$247K Buy
37,384
+702
+2% +$4.74K 0.17% 95
2023
Q1 		$256K Sell
36,682
-508
-1% -$3.6K 0.22% 91
2022
Q4 		$272K Sell
37,190
-2,085
-5% -$14.3K 0.23% 86
2022
Q3 		$264K Sell
39,275
-4,624
-11% -$34.1K 0.28% 78
2022
Q2 		$291K Buy
+43,899
New +$301K 0.23% 83
2021
Q3 		$301K Buy
39,186
+15,653
+67% +$123K 0.2% 84
2021
Q2 		$183K Buy
+23,533
New +$170K 0.11% 120
2020
Q4 		$112K Buy
+14,208
New +$107K 0.09% 107
2020
Q2 		– Sell
-939
Closed -$5.35K – 372
2020
Q1 		$5.35K Hold
939
– – ﹤0.01% 602
2019
Q4 		$7.11K Buy
+939
New +$6.97K 0.01% 587

Other funds holding GUT

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Plus Group Wealth Advisors
Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pines Wealth Management
Pines Wealth Management Southern Pines, North Carolina $352M AUM 25.51% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Wealth Quarterback's GUT Position: Q3 2026 in Review

Wealth Quarterback reduced its Gabelli Utility Trust (GUT) stake by 0.07% in Q3 2026, selling an estimated $192 and leaving 40,953 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #160.

Wealth Quarterback first reported a position in GUT in Q4 2019 and has held it in 23 quarters since. The position peaked at $301K in Q3 2021. 24 funds tracked by Wall St. Rank hold GUT as of Q3 2026.

  • Wealth Quarterback held 40,953 shares of Gabelli Utility Trust worth $233K as of Q3 2026.
  • Wealth Quarterback sold 30 Gabelli Utility Trust shares in Q3 2026, an estimated $192.
  • Gabelli Utility Trust made up 0.07% of Wealth Quarterback's portfolio in Q3 2026, its #160 holding.
  • Wealth Quarterback first reported a position in Gabelli Utility Trust in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Gabelli Utility Trust position peaked at $301K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.