Elevated Private Wealth’s Gabelli Equity Trust GAB Stock Holding History

Elevated Private Wealth’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	$351K	Buy	+56,836	New	+$345K	0.36%	69

Other funds holding GAB

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elevated Private Wealth's GAB Position: Q4 2025 in Review

Elevated Private Wealth opened a new position in Gabelli Equity Trust (GAB) in Q4 2025: 56,836 shares worth $351K. The stake represents 0.36% of the portfolio and ranks #69 among its holdings.

192 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

Elevated Private Wealth held 56,836 shares of Gabelli Equity Trust worth $351K as of Q4 2025.
Gabelli Equity Trust was a new Elevated Private Wealth position in Q4 2025.
Gabelli Equity Trust made up 0.36% of Elevated Private Wealth's portfolio in Q4 2025, its #69 holding.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Elevated Private Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.