Citadel Advisors
GRX

Citadel Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Citadel Advisors’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,974
Closed -$202K – 13573
2025
Q4 		$202K Buy
+20,974
New +$197K ﹤0.01% 11022
2025
Q3 		– Sell
-10,107
Closed -$95.5K – 13384
2025
Q2 		$95.5K Buy
+10,107
New +$96.2K ﹤0.01% 11388
2023
Q2 		– Sell
-17,192
Closed -$173K – 14717
2023
Q1 		$173K Sell
17,192
-9,656
-36% -$98.1K ﹤0.01% 10409
2022
Q4 		$276K Buy
+26,848
New +$270K ﹤0.01% 9500
2021
Q3 		– Sell
-11,268
Closed -$152K – 14173
2021
Q2 		$152K Buy
+11,268
New +$148K ﹤0.01% 12492

Other funds holding GRX

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return