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Comprehensive Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Comprehensive Wealth Management’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
2024
Q4 		– Sell
-15,549
Closed -$85.4K – 31
2024
Q3 		$85.4K Hold
15,549
– – 0.06% 31
2024
Q2 		$80.9K Buy
+15,549
New +$83.8K 0.06% 32

Other funds holding GAB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Comprehensive Wealth Management's GAB Position: Q4 2024 in Review

Comprehensive Wealth Management sold out of Gabelli Equity Trust (GAB) in Q4 2024, closing a stake of 15,549 shares — an estimated $85.4K sold.

Comprehensive Wealth Management first reported a position in GAB in Q2 2024 and held it in 2 quarters. The position peaked at $85.4K in Q3 2024. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

  • Comprehensive Wealth Management reported no remaining Gabelli Equity Trust position as of Q4 2024 after selling out during the quarter.
  • Comprehensive Wealth Management sold 15,549 Gabelli Equity Trust shares in Q4 2024, an estimated $85.4K.
  • Comprehensive Wealth Management first reported a position in Gabelli Equity Trust in Q2 2024 and held it in 2 quarters.
  • Comprehensive Wealth Management's Gabelli Equity Trust position peaked at $85.4K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on Comprehensive Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.