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 Q2	$2.03M	Buy	359,456 +13,684	+4%	+$76.5K	﹤0.01%	1587
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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

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

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

SFS

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

KIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cerity Partners's GAB Position: Q2 2026 in Review

Cerity Partners increased its Gabelli Equity Trust (GAB) stake by 4% in Q2 2026, buying an estimated $76.5K and bringing the position to 359,456 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Cerity Partners first reported a position in GAB in Q1 2023 and has held it in 12 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Cerity Partners held 359,456 shares of Gabelli Equity Trust worth $2.03M as of Q2 2026.
Cerity Partners bought 13,684 Gabelli Equity Trust shares in Q2 2026, an estimated $76.5K.
Gabelli Equity Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1587 holding.
Cerity Partners first reported a position in Gabelli Equity Trust in Q1 2023 and has held it in 12 quarters since.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.