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Evolve Private Wealth’s Gabelli Dividend & Income Trust GDV Stock Holding History

Evolve Private Wealth’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
2026
Q2 		$2.8M Sell
95,085
-11,877
-11% -$344K 0.17% 113
2026
Q1 		$2.88M Sell
106,962
-263
-0.2% -$7.42K 0.15% 125
2025
Q4 		$2.98M Buy
+107,225
New +$2.91M 0.18% 105

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evolve Private Wealth's GDV Position: Q2 2026 in Review

Evolve Private Wealth reduced its Gabelli Dividend & Income Trust (GDV) stake by 11% in Q2 2026, selling an estimated $344K and leaving 95,085 shares worth $2.8M. The position accounts for 0.17% of the portfolio, ranked #113.

Evolve Private Wealth first reported a position in GDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.98M in Q4 2025. 195 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

  • Evolve Private Wealth held 95,085 shares of Gabelli Dividend & Income Trust worth $2.8M as of Q2 2026.
  • Evolve Private Wealth sold 11,877 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $344K.
  • Gabelli Dividend & Income Trust made up 0.17% of Evolve Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Evolve Private Wealth first reported a position in Gabelli Dividend & Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Gabelli Dividend & Income Trust position peaked at $2.98M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.