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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

GUT holding history

Gabelli Utility Trust in every 13F filed by Core Wealth Advisors, Inc., 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)
58,163
Value
$383.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of GUT by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,163$383.3K0.1%+23,540+68.0%AddedHolders
Q1 202634,623$209.5K<0.1%+34,623NewHolders