Guggenheim Active Alloc shares owned by MGB Wealth Management
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by MGB Wealth Management
from 13F filings
Historical chart of MGB Wealth Management investment in Guggenheim Active Alloc
Tip: Access up to 7 years of quarterly data
All positions including Guggenheim Active Alloc held by MGB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Guggenheim Active Alloc by MGB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $248k | 16k | 15.60 |
| 2025-06-30 | $171k | 11k | 15.65 |
| 2025-03-31 | $358k | 24k | 14.91 |
| 2024-12-31 | $179k | 12k | 14.91 |
| 2024-09-30 | $185k | 11k | 16.40 |
| 2024-06-30 | $174k | 11k | 15.44 |