CWP
GAB icon

Concord Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

Concord Wealth 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
2025
Q4 		– Sell
-796
Closed -$4.85K – 868
2025
Q3 		$4.85K Buy
796
+493
+163% +$2.96K ﹤0.01% 627
2025
Q2 		$1.76K Hold
303
– – ﹤0.01% 730
2025
Q1 		$1.67K Buy
+303
New +$1.67K ﹤0.01% 694

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's GAB Position: Q4 2025 in Review

Concord Wealth Partners sold out of Gabelli Equity Trust (GAB) in Q4 2025, closing a stake of 796 shares — an estimated $4.85K sold.

Concord Wealth Partners first reported a position in GAB in Q1 2025 and held it in 3 quarters. The position peaked at $4.85K in Q3 2025. 192 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

  • Concord Wealth Partners reported no remaining Gabelli Equity Trust position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 796 Gabelli Equity Trust shares in Q4 2025, an estimated $4.85K.
  • Concord Wealth Partners first reported a position in Gabelli Equity Trust in Q1 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Gabelli Equity Trust position peaked at $4.85K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.