49 Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

49 Wealth Management’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,494	Closed	-$82.2K	–	208
2025 Q3	$82.2K	Buy	+13,494	New	+$81K	0.01%	191

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

49 Wealth Management's GAB Position: Q4 2025 in Review

49 Wealth Management sold out of Gabelli Equity Trust (GAB) in Q4 2025, closing a stake of 13,494 shares — an estimated $82.2K sold.

49 Wealth Management first reported a position in GAB in Q3 2025 and held it in 1 quarter. The position peaked at $82.2K in Q3 2025. 191 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

49 Wealth Management reported no remaining Gabelli Equity Trust position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 13,494 Gabelli Equity Trust shares in Q4 2025, an estimated $82.2K.
49 Wealth Management first reported a position in Gabelli Equity Trust in Q3 2025 and held it in 1 quarter.
49 Wealth Management's Gabelli Equity Trust position peaked at $82.2K in Q3 2025.
191 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.