Position in GUT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,237,924
+$153,335 QoQ
Shares Held
187,849
+4.8% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
#9
of 98 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, 2026Plus Group Wealth Advisors LLC holds $2,055,435 across 3 Asset Management names. GUT ranks #1 (60.2% of the industry book) .
All Filings in GUT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,924 | 187,849 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,084,589 | 179,271 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,073,436 | 178,016 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||