Guggenheim Active Alloc shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Guggenheim Active Alloc (GUG) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Guggenheim Active Alloc
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All positions including Guggenheim Active Alloc held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Guggenheim Active Alloc by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $175k | 11k | 15.60 |
| 2025-06-30 | $369k | 24k | 15.64 |
| 2024-12-31 | $167k | 11k | 14.87 |
| 2024-09-30 | $186k | 11k | 16.55 |
| 2024-06-30 | $168k | 11k | 14.93 |
| 2024-03-31 | $165k | 11k | 14.71 |