Creative Planning
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Creative Planning’s Gabelli Equity Trust GAB Stock Holding History

Creative Planning’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
Q1 		$1.83M Sell
325,935
-1,616
-0.5% -$9.7K ﹤0.01% 1970
2025
Q4 		$2.02M Sell
327,551
-136,620
-29% -$829K ﹤0.01% 1728
2025
Q3 		$2.83M Buy
464,171
+3,348
+0.7% +$20.1K ﹤0.01% 1270
2025
Q2 		$2.68M Buy
460,823
+116
+0% +$646 ﹤0.01% 1108
2025
Q1 		$2.54M Buy
460,707
+14,364
+3% +$79.2K ﹤0.01% 1030
2024
Q4 		$2.4M Sell
446,343
-12,322
-3% -$68.2K ﹤0.01% 1022
2024
Q3 		$2.52M Buy
458,665
+1,481
+0.3% +$8K ﹤0.01% 947
2024
Q2 		$2.38M Sell
457,184
-325
-0.1% -$1.75K ﹤0.01% 921
2024
Q1 		$2.53M Sell
457,509
-76,452
-14% -$405K ﹤0.01% 875
2023
Q4 		$2.71M Sell
533,961
-123,394
-19% -$618K 0.01% 788
2023
Q3 		$3.37M Buy
657,355
+619,221
+1,624% +$3.4M ﹤0.01% 652
2023
Q2 		$221K Buy
38,134
+2,356
+7% +$13.2K ﹤0.01% 2140
2023
Q1 		$205K Buy
35,778
+1,048
+3% +$6K ﹤0.01% 2114
2022
Q4 		$190K Sell
34,730
-3,016
-8% -$16.8K ﹤0.01% 2032
2022
Q3 		$208K Buy
37,746
+10,153
+37% +$62.6K ﹤0.01% 1888
2022
Q2 		$168K Sell
27,593
-46,573
-63% -$310K ﹤0.01% 1906
2022
Q1 		$514K Buy
74,166
+12,496
+20% +$87.2K ﹤0.01% 1309
2021
Q4 		$443K Buy
61,670
+10,636
+21% +$74.6K ﹤0.01% 1387
2021
Q3 		$339K Sell
51,034
-11,485
-18% -$77.9K ﹤0.01% 1520
2021
Q2 		$431K Buy
62,519
+6,417
+11% +$45K ﹤0.01% 1360
2021
Q1 		$374K Sell
56,102
-5,753
-9% -$36.7K ﹤0.01% 1638
2020
Q4 		$379K Sell
61,855
-2,807
-4% -$16.2K ﹤0.01% 1471
2020
Q3 		$322K Sell
64,662
-8,602
-12% -$44.1K ﹤0.01% 1376
2020
Q2 		$360K Sell
73,264
-12,181
-14% -$55.7K ﹤0.01% 1201
2020
Q1 		$363K Sell
85,445
-12,106
-12% -$66.7K ﹤0.01% 1099
2019
Q4 		$581K Buy
97,551
+21,062
+28% +$125K ﹤0.01% 1033
2019
Q3 		$447K Buy
76,489
+16,867
+28% +$100K ﹤0.01% 1132
2019
Q2 		$360K Sell
59,622
-146
-0.2% -$880 ﹤0.01% 1262
2019
Q1 		$359K Buy
59,768
+316
+0.5% +$1.82K ﹤0.01% 1232
2018
Q4 		$296K Buy
59,452
+8,119
+16% +$46.5K ﹤0.01% 1238
2018
Q3 		$325K Buy
51,333
+6,963
+16% +$44K ﹤0.01% 1349
2018
Q2 		$272K Buy
44,370
+422
+1% +$2.57K ﹤0.01% 1426
2018
Q1 		$263K Sell
43,948
-6,805
-13% -$41.9K ﹤0.01% 1427
2017
Q4 		$307K Buy
50,753
+7,563
+18% +$46.1K ﹤0.01% 1351
2017
Q3 		$272K Sell
43,190
-7,147
-14% -$43.6K ﹤0.01% 1388
2017
Q2 		$302K Buy
50,337
+5,413
+12% +$32K ﹤0.01% 1289
2017
Q1 		$260K Buy
44,924
+13,535
+43% +$76.7K ﹤0.01% 1345
2016
Q4 		$168K Sell
31,389
-60,854
-66% -$322K ﹤0.01% 1504
2016
Q3 		$505K Sell
92,243
-2,784
-3% -$15.3K ﹤0.01% 886
2016
Q2 		$506K Sell
95,027
-3,734
-4% -$19.9K ﹤0.01% 770
2016
Q1 		$520K Buy
98,761
+2,888
+3% +$14K ﹤0.01% 732
2015
Q4 		$494K Sell
95,873
-991
-1% -$5.32K ﹤0.01% 761
2015
Q3 		$490K Buy
96,864
+23,554
+32% +$134K ﹤0.01% 752
2015
Q2 		$445K Buy
73,310
+567
+0.8% +$3.57K ﹤0.01% 702
2015
Q1 		$459K Sell
72,743
-3,548
-5% -$22.4K ﹤0.01% 774
2014
Q4 		$479K Buy
76,291
+2,723
+4% +$17.3K 0.01% 714
2014
Q3 		$455K Buy
73,568
+3,641
+5% +$25.2K 0.01% 695
2014
Q2 		$499K Sell
69,927
-7,480
-10% -$53.2K 0.01% 647
2014
Q1 		$568K Buy
77,407
+2,747
+4% +$20.1K 0.01% 570
2013
Q4 		$548K Sell
74,660
-766
-1% -$5.19K 0.01% 492
2013
Q3 		$480K Buy
75,426
+49,064
+186% +$316K 0.01% 462
2013
Q2 		$166K Buy
+26,362
New +$166K ﹤0.01% 746

Other funds holding GAB

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's GAB Position: Q1 2026 in Review

Creative Planning reduced its Gabelli Equity Trust (GAB) stake by 0.49% in Q1 2026, selling an estimated $9.7K and leaving 325,935 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Creative Planning first reported a position in GAB in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.37M in Q3 2023. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Creative Planning held 325,935 shares of Gabelli Equity Trust worth $1.83M as of Q1 2026.
  • Creative Planning sold 1,616 Gabelli Equity Trust shares in Q1 2026, an estimated $9.7K.
  • Gabelli Equity Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1970 holding.
  • Creative Planning first reported a position in Gabelli Equity Trust in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Gabelli Equity Trust position peaked at $3.37M in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.