Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

GUT holding history

Gabelli Utility Trust in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GUT overviewAll 13F holders of GUTFull Q2 2026 holdings

Shares (Q2 2026)
56,917
Value
$375.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GUT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,917$375.1K<0.1%+87+0.2%AddedHolders
Q1 202656,830$343.8K<0.1%−496−0.9%ReducedHolders
Q4 202557,326$345.7K<0.1%−1,681−2.8%ReducedHolders
Q3 202559,007$358.2K<0.1%+863+1.5%AddedHolders
Q2 202558,144$337.2K<0.1%−2,501−4.1%ReducedHolders
Q1 202560,645$323.8K<0.1%−1,851−3.0%ReducedHolders
Q4 202462,496$314.4K<0.1%+3,492+5.9%AddedHolders
Q3 202459,004$306.8K<0.1%+86+0.1%AddedHolders
Q2 202458,918$348.8K<0.1%−843−1.4%ReducedHolders
Q1 202459,761$331.7K<0.1%+9,869+19.8%AddedHolders
Q4 202349,892$270.4K<0.1%+1,191+2.4%AddedHolders
Q3 202348,701$258.1K<0.1%−733−1.5%ReducedHolders
Q2 202349,434$335.2K<0.1%+1,734+3.6%AddedHolders
Q1 202347,700$341.1K<0.1%−174−0.4%ReducedHolders
Q4 202247,874$359.5K<0.1%+33,505+233.2%AddedHolders
Q3 202214,369$99.0K<0.1%+33+0.2%AddedHolders
Q2 202214,336$97.0K<0.1%+594+4.3%AddedHolders
Q1 202213,742$98.0K<0.1%+653+5.0%AddedHolders
Q4 202113,089$108.0K<0.1%+533+4.2%AddedHolders
Q3 202112,556$99.0K<0.1%+24+0.2%AddedHolders
Q2 202112,532$100.0K<0.1%+235+1.9%AddedHolders
Q1 202112,297$85.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.