Center for Financial Planning’s Gabelli Dividend & Income Trust GDV Stock Holding History

Center for Financial Planning’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.4K	Hold	1,000	–	–	﹤0.01%	387
2026 Q1	$26.9K	Hold	1,000	–	–	﹤0.01%	385
2025 Q4	$27.8K	Hold	1,000	–	–	﹤0.01%	372
2025 Q3	$27.1K	Hold	1,000	–	–	﹤0.01%	380
2025 Q2	$26K	Hold	1,000	–	–	﹤0.01%	364
2025 Q1	$24.1K	Hold	1,000	–	–	﹤0.01%	370
2024 Q4	$24.1K	Hold	1,000	–	–	﹤0.01%	329
2024 Q3	$24.4K	Hold	1,000	–	–	﹤0.01%	314
2024 Q2	$22.7K	Hold	1,000	–	–	﹤0.01%	312
2024 Q1	$23K	Buy	+1,000	New	+$22K	﹤0.01%	311

Other funds holding GDV

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

SCM

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

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

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

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

Center for Financial Planning's GDV Position: Q2 2026 in Review

Center for Financial Planning held its Gabelli Dividend & Income Trust (GDV) position steady in Q2 2026 at 1,000 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Center for Financial Planning first reported a position in GDV in Q1 2024 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Center for Financial Planning held 1,000 shares of Gabelli Dividend & Income Trust worth $29.4K as of Q2 2026.
Center for Financial Planning left its Gabelli Dividend & Income Trust share count unchanged in Q2 2026.
Gabelli Dividend & Income Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #387 holding.
Center for Financial Planning first reported a position in Gabelli Dividend & Income Trust in Q1 2024 and has held it in 10 quarters since.
195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.