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Gerald Baker Financial Group LLC → UTG
Gerald Baker Financial Group LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
4
Latest value
$9.1M
Q3 2026
Peak value
$10.2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5M |
| Q1 2026 | $9.3M |
| Q2 2026 | $10.2M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 266.2K | — | — |
| Q2 2026 | $10.2M | 250.3K | — | — |
| Q1 2026 | $9.3M | 237.0K | — | — |
| Q1 2026 | $5M | 156.5K | — | — |