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Garton & Associates Financial Advisors’s Gabelli Equity Trust GAB Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-1,200
Closed -$7.4K – 334
2025
Q4 		$7.4K Buy
+1,200
New +$7.29K ﹤0.01% 909

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Garton & Associates Financial Advisors's GAB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2026, closing a stake of 1,200 shares — an estimated $7.4K sold.

Garton & Associates Financial Advisors first reported a position in GAB in Q4 2025 and held it in 1 quarter. The position peaked at $7.4K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Gabelli Equity Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,200 Gabelli Equity Trust shares in Q1 2026, an estimated $7.4K.
  • Garton & Associates Financial Advisors first reported a position in Gabelli Equity Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Gabelli Equity Trust position peaked at $7.4K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.