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Gabelli mutual funds - shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Gabelli mutual funds - (GGZ) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Gabelli mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Gabelli mutual funds - held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli mutual funds - by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1k 208 15.01

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Gabelli mutual funds -

Private Management Group
Blue Bell Private Wealth Management
180 Wealth Advisors
Advisor Group Holdings
GatePass Capital
Gabelli Securities
UBS Group
Raymond James Financial
Capstone Investment Advisors
Beckerman Institutional
Wells Fargo & Company
GAMCO Asset Management
Stephens
LPL Financial
CSS

View all funds holding Gabelli mutual funds -