Evolve Private Wealth
GDL icon

Evolve Private Wealth’s GDL Fund GDL Stock Holding History

Evolve Private Wealth’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$159K Buy
19,042
+171
+0.9% +$1.44K 0.01% 841
2026
Q2 		$160K Sell
18,871
-512
-3% -$4.32K 0.01% 970
2026
Q1 		$161K Hold
19,383
– – 0.01% 956
2025
Q4 		$164K Buy
+19,383
New +$165K 0.01% 887

Other funds holding GDL

Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Evolve Private Wealth's GDL Position: Q3 2026 in Review

Evolve Private Wealth increased its GDL Fund (GDL) stake by 0.91% in Q3 2026, buying an estimated $1.44K and bringing the position to 19,042 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #841.

Evolve Private Wealth first reported a position in GDL in Q4 2025 and has held it in 4 quarters since. The position peaked at $164K in Q4 2025. 21 funds tracked by Wall St. Rank hold GDL as of Q3 2026.

  • Evolve Private Wealth held 19,042 shares of GDL Fund worth $159K as of Q3 2026.
  • Evolve Private Wealth bought 171 GDL Fund shares in Q3 2026, an estimated $1.44K.
  • GDL Fund made up 0.01% of Evolve Private Wealth's portfolio in Q3 2026, its #841 holding.
  • Evolve Private Wealth first reported a position in GDL Fund in Q4 2025 and has held it in 4 quarters since.
  • Evolve Private Wealth's GDL Fund position peaked at $164K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held GDL Fund as of Q3 2026.

Based on Evolve Private Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.