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Guggenheim Equal Weight Enhanced Equity Income Fund hedge fund holdings

GEQ
$50.93+0.31 (+0.61%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

GEQ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Jun 9, 2026 to Oct 2, 2026. Price (+1.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 201688$2.18M$988K19Aug 14, 2016
Q3 201664$1.36M$3.49M21Nov 14, 2016
Q4 201675$6.99M$2.24M22Feb 14, 2017
Q1 2017017$0$13.1M0May 15, 2017
Q2 2026260$74.3M$029Aug 14, 2026

Quarterly action breakdown

Q2 2026
29 filers
New position
26
$74.3M+1.45M sh
Increased
0
$00 sh
Reduced
0
$00 sh
Out / sold
0
$00 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Cresset Asset Management, LLCNew Buy+$15M$15M0.05%Aug 14, 2026
Vise Technologies, Inc.New Buy+$14.3M$14.3M0.16%Aug 11, 2026
Berger Financial Group, IncNew Buy+$8.27M$8.27M0.42%Aug 4, 2026
Fiducient Advisors LLCNew Buy+$3.96M$3.96M0.57%Aug 7, 2026
Summit Wealth & Retirement Planning, Inc.New Buy+$3.21M$3.21M0.68%Jul 27, 2026
Well Done, LLCNew Buy+$2M$2M0.27%Jul 24, 2026
Walkner Condon Financial Advisors LLCNew Buy+$1.75M$1.75M0.20%Jul 27, 2026
Goepper Burkhardt LLCNew Buy+$1.18M$1.18M0.35%Aug 10, 2026
Pacific Sage Partners, LLCNew Buy+$994K$994K0.14%Aug 6, 2026
Baker Boyer National BankNew Buy+$961K$961K0.26%Jul 27, 2026
A4 Wealth Advisors LLCNew Buy+$862K$862K0.57%Jul 28, 2026
Sherman Wealth Management LLCNew Buy+$781K$781K0.59%Jul 9, 2026
Thor Investment Management Inc /Oh/New Buy+$566K$566K0.32%Jul 23, 2026
WESCAP Management Group, Inc.New Buy+$545K$545K0.10%Aug 11, 2026
GTS Securities LLCNew Buy+$434K$434K0.01%Aug 14, 2026
Cahill Financial Advisors IncNew Buy+$258K$258K0.02%Aug 11, 2026

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