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Zinnia Wealth Advisory, LLC

Position in GUT — Gabelli Utility Trust

CIK 2073676 Ocala, FL

Position in GUT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$99,390
+$8,538 QoQ
Shares Held
15,082
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#59
of 99 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026

Zinnia Wealth Advisory, LLC holds $651,899 across 3 Asset Management names. GUT ranks #3 (15.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 GUT
Gabelli Utility Trust
This page
15,082 $99,390

All Filings in GUT

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $99,390 15,082
2026-03-31 $90,852 15,017
2025-12-31 $116,849 19,378