Cerity Partners’s Gabelli Equity Trust GAB Stock Holding History

Cerity Partners’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
2026 Q1	$1.94M	Buy	345,772 +31,196	+10%	+$187K	﹤0.01%	1510
2025 Q4	$1.94M	Buy	314,576 +11,302	+4%	+$68.6K	﹤0.01%	1382
2025 Q3	$1.85M	Sell	303,274 -3,616	-1%	-$21.7K	﹤0.01%	1332
2025 Q2	$1.79M	Buy	306,890 +69,237	+29%	+$386K	﹤0.01%	1268
2025 Q1	$1.31M	Sell	237,653 -37,556	-14%	-$207K	﹤0.01%	1310
2024 Q4	$1.48M	Buy	275,209 +22,767	+9%	+$126K	﹤0.01%	1243
2024 Q3	$1.39M	Sell	252,442 -7,580	-3%	-$40.9K	﹤0.01%	1263
2024 Q2	$1.35M	Buy	+260,022	New	+$1.4M	﹤0.01%	1096
2024 Q1	–	Sell	-14,979	Closed	-$76.1K	–	2308
2023 Q4	$76.1K	Buy	14,979 +2,641	+21%	+$13.2K	﹤0.01%	1798
2023 Q3	$63.3K	Buy	+12,338	New	+$67.8K	﹤0.01%	1352
2023 Q2	–	Sell	-12,131	Closed	-$69.6K	–	1760
2023 Q1	$69.6K	Buy	+12,131	New	+$69.4K	﹤0.01%	1790

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cerity Partners's GAB Position: Q1 2026 in Review

Cerity Partners increased its Gabelli Equity Trust (GAB) stake by 9.9% in Q1 2026, buying an estimated $187K and bringing the position to 345,772 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Cerity Partners first reported a position in GAB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Cerity Partners held 345,772 shares of Gabelli Equity Trust worth $1.94M as of Q1 2026.
Cerity Partners bought 31,196 Gabelli Equity Trust shares in Q1 2026, an estimated $187K.
Gabelli Equity Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1510 holding.
Cerity Partners first reported a position in Gabelli Equity Trust in Q1 2023 and has held it in 11 quarters since.
Cerity Partners's Gabelli Equity Trust position peaked at $1.94M in Q4 2025.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.