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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

GOF holding history

Guggenheim Strategic Opportunities Fund in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOF overviewAll 13F holders of GOFFull Q2 2026 holdings

Shares (Q2 2026)
190,195
Value
$2.08M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GOF by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026190,195$2.08M0.2%00.0%UnchangedHolders
Q1 2026190,195$2.10M0.2%−6,067−3.1%ReducedHolders
Q4 2025196,262$2.53M0.2%00.0%UnchangedHolders
Q3 2025196,262$2.94M0.3%00.0%UnchangedHolders
Q2 2025196,262$2.92M0.3%00.0%UnchangedHolders
Q1 2025196,262$3.06M0.3%00.0%UnchangedHolders
Q4 2024196,262$2.99M0.3%00.0%UnchangedHolders
Q3 2024196,262$3.09M0.3%+416+0.2%AddedHolders
Q2 2024195,846$2.92M0.3%+3,653+1.9%AddedHolders
Q1 2024192,193$2.75M0.3%00.0%UnchangedHolders
Q4 2023192,193$2.46M0.3%00.0%UnchangedHolders
Q3 2023192,193$2.84M0.4%00.0%UnchangedHolders
Q2 2023192,193$3.06M0.4%00.0%UnchangedHolders
Q1 2023192,193$3.11M0.4%−2,554−1.3%ReducedHolders
Q4 2022194,747$2.96M0.4%+3,660+1.9%AddedHolders
Q3 2022191,087$2.94M0.4%00.0%UnchangedHolders
Q2 2022191,087$3.08M0.4%+892+0.5%AddedHolders
Q1 2022190,195$3.62M0.5%00.0%UnchangedHolders
Q4 2021190,195$3.48M0.4%+12,000+6.7%AddedHolders
Q3 2021178,195$3.41M0.5%00.0%UnchangedHolders
Q2 2021178,195$3.86M0.5%00.0%UnchangedHolders
Q1 2021178,195$3.74M0.6%––Holders

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