AWM
GAB icon

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

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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. 52 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.
  • 52 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.