Accel Wealth Management
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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
Q3 		$888K Sell
169,374
-154,166
-48% -$865K 0.19% 109
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

Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Valley Brook Capital Group
Valley Brook Capital Group Venetia, Pennsylvania $178M AUM 33.8% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Accel Wealth Management's GAB Position: Q3 2026 in Review

Accel Wealth Management reduced its Gabelli Equity Trust (GAB) stake by 48% in Q3 2026, selling an estimated $865K and leaving 169,374 shares worth $888K. The position accounts for 0.19% of the portfolio, ranked #109.

Accel Wealth Management first reported a position in GAB in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.22M in Q3 2025. 57 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Accel Wealth Management held 169,374 shares of Gabelli Equity Trust worth $888K as of Q3 2026.
  • Accel Wealth Management sold 154,166 Gabelli Equity Trust shares in Q3 2026, an estimated $865K.
  • Gabelli Equity Trust made up 0.19% of Accel Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Accel Wealth Management first reported a position in Gabelli Equity Trust in Q2 2021 and has held it in 22 quarters since.
  • Accel Wealth Management's Gabelli Equity Trust position peaked at $2.22M in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.