Gen-Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

Gen-Wealth Partners’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	$10.8K	Sell	1,900 -1,200	-39%	-$6.71K	﹤0.01%	548
2026 Q1	$17.4K	Sell	3,100 -500	-14%	-$3K	0.01%	491
2025 Q4	$22.2K	Hold	3,600	–	–	0.01%	464
2025 Q3	$21.9K	Sell	3,600 -1,635	-31%	-$9.81K	0.01%	461
2025 Q2	$30.5K	Sell	5,235 -1,700	-25%	-$9.47K	0.01%	376
2025 Q1	$38.2K	Hold	6,935	–	–	0.02%	357
2024 Q4	$37.3K	Hold	6,935	–	–	0.02%	386
2024 Q3	$37.7K	Hold	6,935	–	–	0.02%	402
2024 Q2	$36.1K	Hold	6,935	–	–	0.02%	400
2024 Q1	$38.3K	Buy	+6,935	New	+$36.7K	0.02%	390

Other funds holding GAB

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

JWCA

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

IFG

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

PTC

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gen-Wealth Partners's GAB Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Gabelli Equity Trust (GAB) stake by 39% in Q2 2026, selling an estimated $6.71K and leaving 1,900 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Gen-Wealth Partners first reported a position in GAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.3K in Q1 2024. 135 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Gen-Wealth Partners held 1,900 shares of Gabelli Equity Trust worth $10.8K as of Q2 2026.
Gen-Wealth Partners sold 1,200 Gabelli Equity Trust shares in Q2 2026, an estimated $6.71K.
Gabelli Equity Trust made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #548 holding.
Gen-Wealth Partners first reported a position in Gabelli Equity Trust in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Gabelli Equity Trust position peaked at $38.3K in Q1 2024.
135 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.