Boyd Watterson Asset Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Boyd Watterson Asset Management’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-152	Closed	-$1.46K	–	404
2025 Q4	$1.46K	Hold	152	–	–	﹤0.01%	390
2025 Q3	$1.38K	Hold	152	–	–	﹤0.01%	393
2025 Q2	$1.44K	Hold	152	–	–	﹤0.01%	392
2025 Q1	$1.53K	Hold	152	–	–	﹤0.01%	393
2024 Q4	$1.47K	Hold	152	–	–	﹤0.01%	405
2024 Q3	$1.66K	Hold	152	–	–	﹤0.01%	401
2024 Q2	$1.46K	Buy	+152	New	+$1.46K	﹤0.01%	411

Other funds holding GRX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Boyd Watterson Asset Management's GRX Position: Q1 2026 in Review

Boyd Watterson Asset Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2026, closing a stake of 152 shares — an estimated $1.46K sold.

Boyd Watterson Asset Management first reported a position in GRX in Q2 2024 and held it in 7 quarters. The position peaked at $1.66K in Q3 2024. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

Boyd Watterson Asset Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2026 after selling out during the quarter.
Boyd Watterson Asset Management sold 152 Gabelli Healthcare & Wellness Trust shares in Q1 2026, an estimated $1.46K.
Boyd Watterson Asset Management first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2024 and held it in 7 quarters.
Boyd Watterson Asset Management's Gabelli Healthcare & Wellness Trust position peaked at $1.66K in Q3 2024.
51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.