Financial Gravity Companies’s Gabelli Equity Trust GAB Stock Holding History

Financial Gravity Companies’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 Q2	$11.3K	Buy	+2,000	New	+$11.2K	﹤0.01%	559
2018 Q1	$6K	Buy	+1,013	New	+$6.24K	0.01%	674

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Financial Gravity Companies's GAB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 2,000 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GAB as recently as Q1 2018.

Financial Gravity Companies first reported a position in GAB in Q1 2018 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Financial Gravity Companies held 2,000 shares of Gabelli Equity Trust worth $11.3K as of Q2 2026.
Gabelli Equity Trust was a new Financial Gravity Companies position in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #559 holding.
Financial Gravity Companies first reported a position in Gabelli Equity Trust in Q1 2018 and has held it in 2 quarters since.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.