Centurion Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Centurion Wealth Management’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	$268K	Hold	9,122	–	–	0.06%	236
2026 Q1	$246K	Hold	9,122	–	–	0.06%	271
2025 Q4	$253K	Hold	9,122	–	–	0.06%	260
2025 Q3	$247K	Hold	9,122	–	–	0.06%	259
2025 Q2	$237K	Hold	9,122	–	–	0.07%	205
2025 Q1	$220K	Hold	9,122	–	–	0.07%	194
2024 Q4	$220K	Hold	9,122	–	–	0.07%	194
2024 Q3	$223K	Buy	+9,122	New	+$214K	0.07%	189
2024 Q1	$210K	Sell	9,122 -588	-6%	-$12.9K	0.08%	175
2023 Q4	$210K	Buy	+9,710	New	+$193K	0.09%	156
2023 Q3	–	Sell	-9,710	Closed	-$205K	–	156
2023 Q2	$205K	Hold	9,710	–	–	0.1%	144
2023 Q1	$202K	Buy	+9,710	New	+$206K	0.1%	142

Other funds holding GDV

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return