Evernest Financial Advisors’s Gabelli Equity Trust GAB Stock Holding History

Evernest Financial Advisors’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 Q3	–	Sell	-19,855	Closed	-$116K	–	190
2025 Q2	$116K	Sell	19,855 -16,855	-46%	-$93.9K	0.04%	168
2025 Q1	$202K	Sell	36,710 -56,351	-61%	-$311K	0.07%	145
2024 Q4	$501K	Sell	93,061 -6,337	-6%	-$35.1K	0.13%	108
2024 Q3	$546K	Buy	99,398 +2,663	+3%	+$14.4K	0.15%	103
2024 Q2	$503K	Buy	96,735 +11,873	+14%	+$64K	0.23%	82
2024 Q1	$442K	Sell	84,862 -4,286	-5%	-$22.7K	0.21%	88
2023 Q4	$453K	Buy	+89,148	New	+$446K	0.23%	91
2021 Q4	$471K	Buy	+89,545	New	+$628K	0.24%	86

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evernest Financial Advisors's GAB Position: Q3 2025 in Review

Evernest Financial Advisors sold out of Gabelli Equity Trust (GAB) in Q3 2025, closing a stake of 19,855 shares — an estimated $116K sold.

Evernest Financial Advisors first reported a position in GAB in Q4 2021 and held it in 8 quarters. The position peaked at $546K in Q3 2024. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2025.

Evernest Financial Advisors reported no remaining Gabelli Equity Trust position as of Q3 2025 after selling out during the quarter.
Evernest Financial Advisors sold 19,855 Gabelli Equity Trust shares in Q3 2025, an estimated $116K.
Evernest Financial Advisors first reported a position in Gabelli Equity Trust in Q4 2021 and held it in 8 quarters.
Evernest Financial Advisors's Gabelli Equity Trust position peaked at $546K in Q3 2024.
182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2025.

Based on Evernest Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.