Guggenheim Active Alloc shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Guggenheim Active Alloc
Tip: Access up to 7 years of quarterly data
All positions including Guggenheim Active Alloc held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Guggenheim Active Alloc by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $430k | 28k | 15.60 |
| 2025-06-30 | $431k | 28k | 15.64 |
| 2025-03-31 | $445k | 30k | 15.07 |
| 2024-12-31 | $552k | 37k | 14.87 |
| 2024-09-30 | $761k | 46k | 16.55 |
| 2024-06-30 | $1.0M | 68k | 14.93 |
| 2024-03-31 | $637k | 43k | 14.71 |
| 2023-12-31 | $569k | 39k | 14.66 |
| 2023-09-30 | $456k | 34k | 13.50 |
| 2023-06-30 | $457k | 32k | 14.36 |
| 2023-03-31 | $189k | 13k | 14.04 |
| 2022-12-31 | $178k | 13k | 13.45 |
| 2022-09-30 | $143k | 11k | 12.92 |