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

Accel 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
2026 Q2	$1.83M	Sell	323,540 -20,102	-6%	-$112K	0.41%	58
2026 Q1	$1.92M	Sell	343,642 -8,656	-2%	-$51.9K	0.5%	51
2025 Q4	$2.17M	Sell	352,298 -11,864	-3%	-$72K	0.59%	39
2025 Q3	$2.22M	Sell	364,162 -532	-0.1%	-$3.19K	0.65%	38
2025 Q2	$2.12M	Buy	364,694 +4,185	+1%	+$23.3K	0.71%	35
2025 Q1	$1.99M	Buy	360,509 +14,473	+4%	+$79.8K	0.72%	36
2024 Q4	$1.86M	Buy	346,036 +19,990	+6%	+$111K	0.71%	37
2024 Q3	$1.79M	Buy	326,046 +4,789	+1%	+$25.9K	0.67%	41
2024 Q2	$1.67M	Buy	321,257 +25,443	+9%	+$137K	0.67%	42
2024 Q1	$1.63M	Buy	295,814 +9,951	+3%	+$52.7K	0.69%	41
2023 Q4	$1.45M	Sell	285,863 -6,528	-2%	-$32.7K	0.73%	39
2023 Q3	$1.5M	Sell	292,391 -7,509	-3%	-$41.3K	0.84%	34
2023 Q2	$1.74M	Buy	299,900 +27,591	+10%	+$154K	0.96%	27
2023 Q1	$1.56M	Sell	272,309 -42,036	-13%	-$241K	0.64%	38
2022 Q4	$1.72M	Buy	314,345 +17,609	+6%	+$97.8K	0.82%	32
2022 Q3	$1.71M	Buy	296,736 +2,279	+0.8%	+$14.1K	0.91%	27
2022 Q2	$1.73M	Sell	294,457 -16,009	-5%	-$107K	0.99%	25
2022 Q1	$2.16M	Buy	310,466 +17,801	+6%	+$124K	1.12%	21
2021 Q4	$2.1M	Buy	292,665 +85,099	+41%	+$597K	1.03%	23
2021 Q3	$1.38M	Buy	207,566 +131,853	+174%	+$894K	0.89%	30
2021 Q2	$522K	Buy	+75,713	New	+$531K	0.35%	68

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

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

Accel Wealth Management's GAB Position: Q2 2026 in Review

Accel Wealth Management reduced its Gabelli Equity Trust (GAB) stake by 5.8% in Q2 2026, selling an estimated $112K and leaving 323,540 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #58.

Accel Wealth Management first reported a position in GAB in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.22M in Q3 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Accel Wealth Management held 323,540 shares of Gabelli Equity Trust worth $1.83M as of Q2 2026.
Accel Wealth Management sold 20,102 Gabelli Equity Trust shares in Q2 2026, an estimated $112K.
Gabelli Equity Trust made up 0.41% of Accel Wealth Management's portfolio in Q2 2026, its #58 holding.
Accel Wealth Management first reported a position in Gabelli Equity Trust in Q2 2021 and has held it in 21 quarters since.
Accel Wealth Management's Gabelli Equity Trust position peaked at $2.22M in Q3 2025.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.