AWM
GAB icon

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

Apollon 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
-15,271
Closed -$93K – 1337
2025
Q3 		$93K Buy
15,271
+49
+0.3% +$294 ﹤0.01% 1272
2025
Q2 		$88.6K Buy
15,222
+52
+0.3% +$290 ﹤0.01% 1225
2025
Q1 		$83.6K Hold
15,170
– – ﹤0.01% 1157
2024
Q4 		$81.6K Buy
15,170
+3,605
+31% +$19.9K ﹤0.01% 1144
2024
Q3 		$63.5K Sell
11,565
-12,718
-52% -$68.7K ﹤0.01% 1102
2024
Q2 		$126K Buy
24,283
+6,918
+40% +$37.3K ﹤0.01% 1039
2024
Q1 		$95.9K Buy
+17,365
New +$91.9K ﹤0.01% 1062

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Apollon Wealth Management sold out of Gabelli Equity Trust (GAB) in Q4 2025, closing a stake of 15,271 shares — an estimated $93K sold.

Apollon Wealth Management first reported a position in GAB in Q1 2024 and held it in 7 quarters. The position peaked at $126K in Q2 2024. 191 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

  • Apollon Wealth Management reported no remaining Gabelli Equity Trust position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 15,271 Gabelli Equity Trust shares in Q4 2025, an estimated $93K.
  • Apollon Wealth Management first reported a position in Gabelli Equity Trust in Q1 2024 and held it in 7 quarters.
  • Apollon Wealth Management's Gabelli Equity Trust position peaked at $126K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.