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Gerald Baker Financial Group LLC

SEC CIK
0002133489
Latest filing
Aug 3, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Gerald Baker Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q2 2026)
250,323
Value
$10.2M
% of portfolio
2.9%
Quarters held
2
Since Q1 2026
Holdings of UTG by Gerald Baker Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250,323$10.2M2.9%+13,368+5.6%AddedHolders
Q1 2026236,955$9.31M2.9%–No prior filingHolders