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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

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Utility Trust held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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