AWM
GDV icon

Activest Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Activest Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Buy
9,780
+1,173
+14% +$33.1K 0.05% 123
2025
Q4 		$239K Sell
8,607
-1,173
-12% -$31.8K 0.04% 133
2025
Q3 		$265K Hold
9,780
– – 0.05% 109
2025
Q2 		$254K Sell
9,780
-4,878
-33% -$118K 0.06% 88
2025
Q1 		$354K Hold
14,658
– – 0.09% 74
2024
Q4 		$354K Hold
14,658
– – 0.1% 69
2024
Q3 		$358K Hold
14,658
– – 0.11% 64
2024
Q2 		$333K Buy
+14,658
New +$329K 0.11% 64
2023
Q4 		– Hold
0
– – – 396
2023
Q3 		– Hold
0
– – – 399

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return