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

Arista 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	$267K	Hold	47,128	–	–	0.03%	234
2026 Q1	$264K	Hold	47,128	–	–	0.03%	220
2025 Q4	$291K	Hold	47,128	–	–	0.04%	209
2025 Q3	$287K	Hold	47,128	–	–	0.04%	213
2025 Q2	$274K	Hold	47,128	–	–	0.04%	191
2025 Q1	$260K	Hold	47,128	–	–	0.06%	59
2024 Q4	$254K	Hold	47,128	–	–	0.06%	57
2024 Q3	$259K	Hold	47,128	–	–	0.06%	56
2024 Q2	$245K	Buy	+47,128	New	+$254K	0.06%	55
2024 Q1	–	Sell	-47,128	Closed	-$239K	–	40
2023 Q4	$239K	Buy	47,128 +1,323	+3%	+$6.63K	0.09%	49
2023 Q3	$235K	Buy	45,805 +1,328	+3%	+$7.3K	0.09%	50
2023 Q2	$258K	Buy	44,477 +1,199	+3%	+$6.71K	0.11%	51
2023 Q1	$248K	Buy	43,278 +1,182	+3%	+$6.76K	0.14%	56
2022 Q4	$231K	Buy	+42,096	New	+$234K	0.15%	58

Other funds holding GAB

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return