Carolinas Wealth Consulting’s Gabelli Equity Trust GAB Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-1,270	Closed	-$7K	–	349
2025 Q1	$7K	Hold	1,270	–	–	﹤0.01%	560
2024 Q4	$6.83K	Hold	1,270	–	–	﹤0.01%	593
2024 Q3	$6.97K	Hold	1,270	–	–	﹤0.01%	617
2024 Q2	$6.6K	Hold	1,270	–	–	﹤0.01%	612
2024 Q1	$7.01K	Hold	1,270	–	–	﹤0.01%	605
2023 Q4	$6.45K	Hold	1,270	–	–	﹤0.01%	593
2023 Q3	$5.89K	Hold	1,270	–	–	﹤0.01%	588
2023 Q2	$7.37K	Hold	1,270	–	–	﹤0.01%	634
2023 Q1	$7.29K	Hold	1,270	–	–	﹤0.01%	647
2022 Q4	$6.96K	Hold	1,270	–	–	﹤0.01%	659
2022 Q3	$7K	Hold	1,270	–	–	﹤0.01%	626
2022 Q2	$8K	Hold	1,270	–	–	﹤0.01%	601
2022 Q1	$9K	Hold	1,270	–	–	﹤0.01%	617
2021 Q4	$9K	Buy	+1,270	New	+$8.91K	﹤0.01%	628

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's GAB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Gabelli Equity Trust (GAB) in Q2 2025, closing a stake of 1,270 shares — an estimated $7K sold.

Carolinas Wealth Consulting first reported a position in GAB in Q4 2021 and held it in 14 quarters. The position peaked at $9K in Q1 2022. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Gabelli Equity Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,270 Gabelli Equity Trust shares in Q2 2025, an estimated $7K.
Carolinas Wealth Consulting first reported a position in Gabelli Equity Trust in Q4 2021 and held it in 14 quarters.
Carolinas Wealth Consulting's Gabelli Equity Trust position peaked at $9K in Q1 2022.
193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.