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Beaird Harris Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Beaird Harris 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 		– Sell
-3,917
Closed -$21.9K – 723
2026
Q1 		$21.9K Hold
3,917
– – ﹤0.01% 308
2025
Q4 		$24.2K Hold
3,917
– – ﹤0.01% 321
2025
Q3 		$23.9K Hold
3,917
– – ﹤0.01% 313
2025
Q2 		$22.8K Buy
+3,917
New +$21.8K ﹤0.01% 319

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

Beaird Harris Wealth Management's GAB Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Gabelli Equity Trust (GAB) in Q2 2026, closing a stake of 3,917 shares — an estimated $21.9K sold.

Beaird Harris Wealth Management first reported a position in GAB in Q2 2025 and held it in 4 quarters. The position peaked at $24.2K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Gabelli Equity Trust position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 3,917 Gabelli Equity Trust shares in Q2 2026, an estimated $21.9K.
  • Beaird Harris Wealth Management first reported a position in Gabelli Equity Trust in Q2 2025 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Gabelli Equity Trust position peaked at $24.2K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.