Gerald Baker Financial Group LLC
Position in UTG — Reaves Utility Income Fund
CIK 2133489
ARLINGTON, TX
Position in UTG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,193,152
+$885,560 QoQ
Shares Held
250,323
+5.6% QoQ
Ownership
0.274%
of shares outstanding
% of Portfolio
4.55%
of 13F equity value
Holder Rank
#14
of 264 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gerald Baker Financial Group LLC holds $10,193,152 across 1 Asset Management name. UTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
250,323 | $10,193,152 |
All Filings in UTG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,193,152 | 250,323 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,307,592 | 236,955 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||