Gabelli Utility Trust shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Gabelli Utility Trust (GUT) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Gabelli Utility Trust
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Quarterly reported holdings in Gabelli Utility Trust by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $661k | 109k | 6.07 |
| 2025-06-30 | $652k | 112k | 5.80 |
| 2025-03-31 | $678k | 127k | 5.34 |
| 2024-12-31 | $641k | 127k | 5.03 |
| 2024-09-30 | $669k | 129k | 5.20 |
| 2024-06-30 | $744k | 126k | 5.92 |
| 2024-03-31 | $679k | 122k | 5.55 |
| 2023-12-31 | $551k | 102k | 5.42 |
| 2023-09-30 | $503k | 95k | 5.30 |
| 2023-06-30 | $583k | 86k | 6.78 |
| 2023-03-31 | $623k | 87k | 7.15 |
| 2022-12-31 | $599k | 80k | 7.51 |
| 2022-09-30 | $649k | 94k | 6.90 |