WP
GGZ

WealthShield Partners’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

WealthShield Partners’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
2025
Q1 		– Sell
-12,596
Closed -$147K – 539
2024
Q4 		$147K Buy
+12,596
New +$157K 0.02% 310

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.46% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

WealthShield Partners's GGZ Position: Q1 2025 in Review

WealthShield Partners sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2025, closing a stake of 12,596 shares — an estimated $147K sold.

WealthShield Partners first reported a position in GGZ in Q4 2024 and held it in 1 quarter. The position peaked at $147K in Q4 2024. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2025.

  • WealthShield Partners reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2025 after selling out during the quarter.
  • WealthShield Partners sold 12,596 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2025, an estimated $147K.
  • WealthShield Partners first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2024 and held it in 1 quarter.
  • WealthShield Partners's Gabelli Global Small and Mid-Cap Value Trust position peaked at $147K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2025.

Based on WealthShield Partners's 13F filing for Q1 2025, filed 9 May 2025.