Capstone Investment Advisors
GRX

Capstone Investment Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Capstone Investment Advisors’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 		$900K Hold
99,441
– – ﹤0.01% 900
2025
Q4 		$958K Hold
99,441
– – ﹤0.01% 883
2025
Q3 		$902K Hold
99,441
– – ﹤0.01% 1074
2025
Q2 		$940K Hold
99,441
– – ﹤0.01% 874
2025
Q1 		$1M Hold
99,441
– – ﹤0.01% 885
2024
Q4 		$959K Buy
99,441
+81,981
+470% +$849K ﹤0.01% 1085
2024
Q3 		$191K Buy
+17,460
New +$184K ﹤0.01% 1593

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GI
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Capstone Investment Advisors's GRX Position: Q1 2026 in Review

Capstone Investment Advisors held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q1 2026 at 99,441 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Capstone Investment Advisors first reported a position in GRX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q1 2025. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

  • Capstone Investment Advisors held 99,441 shares of Gabelli Healthcare & Wellness Trust worth $900K as of Q1 2026.
  • Capstone Investment Advisors left its Gabelli Healthcare & Wellness Trust share count unchanged in Q1 2026.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #900 holding.
  • Capstone Investment Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2024 and has held it in 7 quarters since.
  • Capstone Investment Advisors's Gabelli Healthcare & Wellness Trust position peaked at $1M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.