CB
GRX

Community Bank’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Community Bank’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
2025
Q4 		– Sell
-1,000
Closed -$9.07K – 501
2025
Q3 		$9.07K Hold
1,000
– – ﹤0.01% 448
2025
Q2 		$9.45K Buy
1,000
+500
+100% +$4.76K ﹤0.01% 333
2025
Q1 		$5.04K Hold
500
– – ﹤0.01% 356
2024
Q4 		$4.82K Buy
+500
New +$5.18K ﹤0.01% 361
2021
Q1 		– Sell
-42
Closed -$1K – 483
2020
Q4 		$1K Buy
+42
New +$466 ﹤0.01% 463

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Community Bank's GRX Position: Q4 2025 in Review

Community Bank sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2025, closing a stake of 1,000 shares — an estimated $9.07K sold.

Community Bank first reported a position in GRX in Q4 2020 and held it in 5 quarters. The position peaked at $9.45K in Q2 2025. 53 funds tracked by Wall St. Rank hold GRX as of Q4 2025.

  • Community Bank reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2025 after selling out during the quarter.
  • Community Bank sold 1,000 Gabelli Healthcare & Wellness Trust shares in Q4 2025, an estimated $9.07K.
  • Community Bank first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2020 and held it in 5 quarters.
  • Community Bank's Gabelli Healthcare & Wellness Trust position peaked at $9.45K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2025.

Based on Community Bank's 13F filing for Q4 2025, filed 4 Feb 2026.