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Karpus Management, Inc.: GTERA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Karpus Management, Inc. on GTERA, newest first. How the timeline and the estimate are built.

Karpus Management, Inc. held 1,461,112 GTERA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,461,112 shares
    Change vs previous 13F -9,575 shares

    0.43% of the 13F portfolio, value $15,064,065.

    13F-HR 0001072613-26-000683 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,470,687 shares
    Change vs previous 13F +513,925 shares

    0.47% of the 13F portfolio, value $14,986,301.

    13F-HR 0001072613-26-000439 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 956,762 shares
    Change vs previous 13F +803,185 shares

    0.3% of the 13F portfolio, value $9,663,296.

    13F-HR/A 0001072613-26-000189 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 153,577 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,532,698.

    13F-HR 0001072613-25-000825 filed by Karpus Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).