Guggenheim Active Alloc shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Guggenheim Active Alloc
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Quarterly reported holdings in Guggenheim Active Alloc by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 160k | 15.60 |
| 2025-06-30 | $2.9M | 185k | 15.64 |
| 2025-03-31 | $3.0M | 196k | 15.07 |
| 2024-12-31 | $2.3M | 158k | 14.87 |
| 2024-09-30 | $1.1M | 69k | 16.27 |
More positions owned by Kovitz Investment Group Partners
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