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Evolution Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Evolution Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-623
Closed -$16.2K – 627
2025
Q2 		$16.2K Buy
+623
New +$15K 0.02% 310

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Management's GDV Position: Q3 2025 in Review

Evolution Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2025, closing a stake of 623 shares — an estimated $16.2K sold.

Evolution Wealth Management first reported a position in GDV in Q2 2025 and held it in 1 quarter. The position peaked at $16.2K in Q2 2025. 184 funds tracked by Wall St. Rank hold GDV as of Q3 2025.

  • Evolution Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 623 Gabelli Dividend & Income Trust shares in Q3 2025, an estimated $16.2K.
  • Evolution Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Gabelli Dividend & Income Trust position peaked at $16.2K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.