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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Arista Wealth Management's GAB Position: Q2 2026 in Review

Arista Wealth Management held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 47,128 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #234.

Arista Wealth Management first reported a position in GAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $291K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Arista Wealth Management held 47,128 shares of Gabelli Equity Trust worth $267K as of Q2 2026.
Arista Wealth Management left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #234 holding.
Arista Wealth Management first reported a position in Gabelli Equity Trust in Q4 2022 and has held it in 14 quarters since.
Arista Wealth Management's Gabelli Equity Trust position peaked at $291K in Q4 2025.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.