Avidian Wealth Enterprises’s Gabelli Equity Trust GAB Stock Holding History

Avidian Wealth Enterprises’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	$144K	Buy	25,499 +2,300	+10%	+$12.9K	﹤0.01%	718
2026 Q1	$130K	Buy	23,199 +3,904	+20%	+$23.4K	﹤0.01%	660
2025 Q4	$119K	Hold	19,295	–	–	﹤0.01%	570
2025 Q3	$118K	Hold	19,295	–	–	﹤0.01%	572
2025 Q2	$112K	Hold	19,295	–	–	﹤0.01%	542
2025 Q1	$106K	Hold	19,295	–	–	﹤0.01%	510
2024 Q4	$104K	Hold	19,295	–	–	﹤0.01%	498
2024 Q3	$106K	Hold	19,295	–	–	﹤0.01%	489
2024 Q2	$100K	Buy	+19,295	New	+$104K	﹤0.01%	491

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 89.08% 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

Avidian Wealth Enterprises's GAB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Gabelli Equity Trust (GAB) stake by 9.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 25,499 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Avidian Wealth Enterprises first reported a position in GAB in Q2 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Avidian Wealth Enterprises held 25,499 shares of Gabelli Equity Trust worth $144K as of Q2 2026.
Avidian Wealth Enterprises bought 2,300 Gabelli Equity Trust shares in Q2 2026, an estimated $12.9K.
Gabelli Equity Trust made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #718 holding.
Avidian Wealth Enterprises first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.