Eagle Wealth Strategies’s Gabelli Equity Trust GAB Stock Holding History

Eagle Wealth Strategies’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	$105K	Hold	18,624	–	–	0.04%	116
2026 Q1	$104K	Hold	18,624	–	–	0.05%	110
2025 Q4	$115K	Hold	18,624	–	–	0.05%	110
2025 Q3	$113K	Hold	18,624	–	–	0.06%	103
2025 Q2	$108K	Hold	18,624	–	–	0.06%	101
2025 Q1	$103K	Hold	18,624	–	–	0.06%	94
2024 Q4	$100K	Hold	18,624	–	–	0.07%	102
2024 Q3	$102K	Hold	18,624	–	–	0.07%	106
2024 Q2	$96.8K	Hold	18,624	–	–	0.08%	87
2024 Q1	$101K	Hold	18,624	–	–	0.08%	91
2023 Q4	$94.6K	Buy	+18,624	New	+$93.3K	0.06%	97

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Eagle Wealth Strategies's GAB Position: Q2 2026 in Review

Eagle Wealth Strategies held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 18,624 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #116.

Eagle Wealth Strategies first reported a position in GAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $115K in Q4 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Eagle Wealth Strategies held 18,624 shares of Gabelli Equity Trust worth $105K as of Q2 2026.
Eagle Wealth Strategies left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up 0.04% of Eagle Wealth Strategies's portfolio in Q2 2026, its #116 holding.
Eagle Wealth Strategies first reported a position in Gabelli Equity Trust in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Gabelli Equity Trust position peaked at $115K in Q4 2025.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.