Position in GUT
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$685,210
+$54,599 QoQ
Shares Held
113,258
+8.3% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GUT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Balboa Wealth Partners holds $3,497,366 across 8 Asset Management names. GUT ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GUT |
Gabelli Utility Trust
This page
|
113,258 | $685,210 | |
| 2 | ARCC |
Ares Capital Corp
|
37,367 | $673,353 | |
| 3 | MAIN |
Main Street Capital CORP
|
9,668 | $512,017 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
28,477 | $420,605 | |
| 5 | ECC |
Eagle Point Credit Co
|
89,903 | $338,035 | |
| 6 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
23,563 | $318,807 | |
| 7 | UTG |
Reaves Utility Income Fund
|
7,861 | $308,780 | |
| 8 | BX |
Blackstone Inc.
|
2,092 | $240,559 |
All Filings in GUT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,210 | 113,258 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $630,611 | 104,579 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $660,919 | 108,883 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $652,181 | 112,445 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $678,201 | 127,004 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $640,600 | 127,356 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $669,208 | 128,694 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $725,254 | 125,694 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $662,056 | 122,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $537,461 | 101,740 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $490,044 | 94,865 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $568,239 | 85,990 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $606,912 | 87,090 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $584,038 | 79,790 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $632,428 | 94,040 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||