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Gabelli mutual funds - shares owned by SOA Wealth Advisors

Quarter-by-quarter ownership of Gabelli mutual funds - (GGZ) shares owned by SOA Wealth Advisors from 13F filings

Historical chart of SOA Wealth Advisors investment in Gabelli mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Gabelli mutual funds - held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli mutual funds - by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5k 242 14.45

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View all positions for SOA Wealth Advisors

Top funds holding Gabelli mutual funds -

Morgan Stanley
Private Management Group
Blue Bell Private Wealth Management
180 Wealth Advisors
Advisor Group Holdings
UBS Group
Gabelli Securities
Deschutes Portfolio Strategy
Raymond James Financial
Capstone Investment Advisors
Wells Fargo & Company
Beckerman Institutional
Stephens
GAMCO Asset Management
CSS

View all funds holding Gabelli mutual funds -