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Blue Barn Wealth’s Gabelli Equity Trust GAB Stock Holding History

Blue Barn Wealth’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
2025
Q4 		$150K Buy
+24,278
New +$147K 0.22% 45

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Barn Wealth's GAB Position: Q4 2025 in Review

Blue Barn Wealth opened a new position in Gabelli Equity Trust (GAB) in Q4 2025: 24,278 shares worth $150K. The stake represents 0.22% of the portfolio and ranks #45 among its holdings.

191 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

  • Blue Barn Wealth held 24,278 shares of Gabelli Equity Trust worth $150K as of Q4 2025.
  • Gabelli Equity Trust was a new Blue Barn Wealth position in Q4 2025.
  • Gabelli Equity Trust made up 0.22% of Blue Barn Wealth's portfolio in Q4 2025, its #45 holding.
  • 191 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.