Creative Financial Designs’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Creative Financial Designs’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 Q2	$34.2K	Hold	3,618	–	–	﹤0.01%	1139
2026 Q1	$32.7K	Hold	3,618	–	–	﹤0.01%	1052
2025 Q4	$34.8K	Hold	3,618	–	–	﹤0.01%	997
2025 Q3	$32.8K	Hold	3,618	–	–	﹤0.01%	993
2025 Q2	$34.2K	Sell	3,618 -502	-12%	-$4.78K	﹤0.01%	984
2025 Q1	$41.5K	Hold	4,120	–	–	﹤0.01%	881
2024 Q4	$39.7K	Hold	4,120	–	–	﹤0.01%	869
2024 Q3	$45.1K	Hold	4,120	–	–	﹤0.01%	805
2024 Q2	$39.5K	Sell	4,120 -1,737	-30%	-$16.7K	﹤0.01%	809
2024 Q1	$60K	Hold	5,857	–	–	0.01%	684
2023 Q4	$54.6K	Hold	5,857	–	–	0.01%	667
2023 Q3	$50.3K	Hold	5,857	–	–	0.01%	636
2023 Q2	$58.3K	Buy	5,857 +4,119	+237%	+$41.2K	0.01%	597
2023 Q1	$17.5K	Buy	+1,738	New	+$17.7K	﹤0.01%	843

Other funds holding GRX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Creative Financial Designs's GRX Position: Q2 2026 in Review

Creative Financial Designs held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q2 2026 at 3,618 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Creative Financial Designs first reported a position in GRX in Q1 2023 and has held it in 14 quarters since. The position peaked at $60K in Q1 2024. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

Creative Financial Designs held 3,618 shares of Gabelli Healthcare & Wellness Trust worth $34.2K as of Q2 2026.
Creative Financial Designs left its Gabelli Healthcare & Wellness Trust share count unchanged in Q2 2026.
Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1139 holding.
Creative Financial Designs first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2023 and has held it in 14 quarters since.
Creative Financial Designs's Gabelli Healthcare & Wellness Trust position peaked at $60K in Q1 2024.
51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.