Financial Gravity Asset Management’s Gabelli Equity Trust GAB Stock Holding History

Financial Gravity Asset Management’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
2026 Q1	$11.2K	Hold	2,000	–	–	﹤0.01%	551
2025 Q4	$12.3K	Sell	2,000 -1,800	-47%	-$10.9K	﹤0.01%	445
2025 Q3	$23.1K	Buy	+3,800	New	+$22.8K	﹤0.01%	401
2019 Q3	–	Sell	-247	Closed	-$1K	–	1326
2019 Q2	$1K	Buy	+247	New	+$1.49K	﹤0.01%	1049
2018 Q3	$8K	Buy	1,436 +125	+10%	+$789	0.01%	621
2018 Q2	$8K	Buy	1,311 +298	+29%	+$1.81K	0.01%	615
2018 Q1	$6K	Buy	+1,013	New	+$6.24K	0.01%	674

Other funds holding GAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Gravity Asset Management's GAB Position: Q1 2026 in Review

Financial Gravity Asset Management held its Gabelli Equity Trust (GAB) position steady in Q1 2026 at 2,000 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Financial Gravity Asset Management first reported a position in GAB in Q1 2018 and has held it in 7 quarters since. The position peaked at $23.1K in Q3 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Financial Gravity Asset Management held 2,000 shares of Gabelli Equity Trust worth $11.2K as of Q1 2026.
Financial Gravity Asset Management left its Gabelli Equity Trust share count unchanged in Q1 2026.
Gabelli Equity Trust made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #551 holding.
Financial Gravity Asset Management first reported a position in Gabelli Equity Trust in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Gabelli Equity Trust position peaked at $23.1K in Q3 2025.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.