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Trek Financial, LLC

Position in GUT — Gabelli Utility Trust

CIK 1768195 Scottsdale, AZ

Position in GUT

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$66,913
+$222 QoQ
Shares Held
11,060
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in GUT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Trek Financial, LLC holds $2,768,201 across 6 Asset Management names. GUT ranks #5 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 GUT
Gabelli Utility Trust
This page
11,060 $66,913

All Filings in GUT

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $66,913 11,060
2025-12-31 $66,691 11,060
2025-09-30 $67,134 11,060
2025-06-30 $64,148 11,060
2025-03-31 $59,060 11,060
2024-12-31 $55,631 11,060
2024-09-30 $57,512 11,060
2024-06-30 $63,816 11,060
2024-03-31 $59,827 11,060
2023-12-31 $58,426 11,060
2023-09-30 $76,204 14,752
2023-06-30 $126,276 19,109
2023-03-31 $133,166 19,109
2022-12-31 $139,872 19,109
2022-09-30 $134,596 20,014
2022-06-30 $142,237 21,461
2022-03-31 $149,349 21,461
2021-12-31 $166,422 20,722
2021-09-30 $158,950 20,722
2021-06-30 $188,022 24,235
2021-03-31 $169,478 25,128
2020-12-31 $224,565 28,375
2020-09-30 $239,310 32,478
2020-06-30 $228,833 32,609