Holistic Financial Partners / GIOIX
Holistic Financial Partners’s Guggenheim Macro Opportunities Fund Institutional Class Position
Does Holistic Financial Partners own Guggenheim Macro Opportunities Fund Institutional Class (GIOIX)? Not currently — the last reported position was 160.3K shares worth $4M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2019
Shares
160.3K
% of Portfolio
+2.47%
Quarters Held
2
position exited
Position History GIOIX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of GIOIX.