AWE
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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
Q3 		$187K Buy
35,603
+10,104
+40% +$56.7K 0.01% 727
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

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's GAB Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Gabelli Equity Trust (GAB) stake by 40% in Q3 2026, buying an estimated $56.7K and bringing the position to 35,603 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #727.

Avidian Wealth Enterprises first reported a position in GAB in Q2 2024 and has held it in 10 quarters since. 8 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Avidian Wealth Enterprises held 35,603 shares of Gabelli Equity Trust worth $187K as of Q3 2026.
  • Avidian Wealth Enterprises bought 10,104 Gabelli Equity Trust shares in Q3 2026, an estimated $56.7K.
  • Gabelli Equity Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #727 holding.
  • Avidian Wealth Enterprises first reported a position in Gabelli Equity Trust in Q2 2024 and has held it in 10 quarters since.
  • 8 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.