EPW
GRX

Evolve Private Wealth’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Evolve Private Wealth’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67M Sell
176,625
-1,957
-1% -$17.8K 0.1% 179
2026
Q1 		$1.62M Sell
178,582
-205
-0.1% -$1.96K 0.09% 228
2025
Q4 		$1.72M Buy
+178,787
New +$1.68M 0.1% 189

Other funds holding GRX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return

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

Evolve Private Wealth reduced its Gabelli Healthcare & Wellness Trust (GRX) stake by 1.1% in Q2 2026, selling an estimated $17.8K and leaving 176,625 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #179.

Evolve Private Wealth first reported a position in GRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q4 2025. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Evolve Private Wealth held 176,625 shares of Gabelli Healthcare & Wellness Trust worth $1.67M as of Q2 2026.
  • Evolve Private Wealth sold 1,957 Gabelli Healthcare & Wellness Trust shares in Q2 2026, an estimated $17.8K.
  • Gabelli Healthcare & Wellness Trust made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Evolve Private Wealth first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Gabelli Healthcare & Wellness Trust position peaked at $1.72M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

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