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Coquina Private Wealth LLC’s Gabelli Equity Trust GAB Stock Holding History

Coquina Private Wealth LLC’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 		$220K Buy
38,876
+570
+1% +$3.19K 0.15% 95
2026
Q1 		$215K Sell
38,306
-57
-0.1% -$342 0.17% 90
2025
Q4 		$237K Buy
+38,363
New +$233K 0.19% 81

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Coquina Private Wealth LLC's GAB Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Gabelli Equity Trust (GAB) stake by 1.5% in Q2 2026, buying an estimated $3.19K and bringing the position to 38,876 shares worth $220K. The position accounts for 0.15% of the portfolio, ranked #95.

Coquina Private Wealth LLC first reported a position in GAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 120 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Coquina Private Wealth LLC held 38,876 shares of Gabelli Equity Trust worth $220K as of Q2 2026.
  • Coquina Private Wealth LLC bought 570 Gabelli Equity Trust shares in Q2 2026, an estimated $3.19K.
  • Gabelli Equity Trust made up 0.15% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #95 holding.
  • Coquina Private Wealth LLC first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Gabelli Equity Trust position peaked at $237K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.