Gilliland Jeter Wealth Management
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Gilliland Jeter Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$759K Buy
26,847
+295
+1% +$8.79K 0.19% 98
2026
Q2 		$781K Buy
26,552
+294
+1% +$8.5K 0.2% 91
2026
Q1 		$707K Buy
26,258
+301
+1% +$8.49K 0.21% 92
2025
Q4 		$721K Buy
25,957
+288
+1% +$7.81K 0.22% 90
2025
Q3 		$696K Buy
25,669
+286
+1% +$7.63K 0.21% 95
2025
Q2 		$660K Buy
25,383
+301
+1% +$7.25K 0.22% 97
2025
Q1 		$605K Buy
25,082
+299
+1% +$7.34K 0.21% 98
2024
Q4 		$599K Buy
24,783
+235
+1% +$5.8K 0.2% 96
2024
Q3 		$600K Buy
24,548
+2,437
+11% +$57.2K 0.19% 100
2024
Q2 		$502K Sell
22,111
-1,303
-6% -$29.2K 0.17% 109
2024
Q1 		$538K Buy
23,414
+126
+0.5% +$2.77K 0.19% 110
2023
Q4 		$504K Buy
+23,288
New +$462K 0.21% 105

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $640M AUM 53.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Gilliland Jeter Wealth Management's GDV Position: Q3 2026 in Review

Gilliland Jeter Wealth Management increased its Gabelli Dividend & Income Trust (GDV) stake by 1.1% in Q3 2026, buying an estimated $8.79K and bringing the position to 26,847 shares worth $759K. The position accounts for 0.19% of the portfolio, ranked #98.

Gilliland Jeter Wealth Management first reported a position in GDV in Q4 2023 and has held it in 12 quarters since. The position peaked at $781K in Q2 2026. 159 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Gilliland Jeter Wealth Management held 26,847 shares of Gabelli Dividend & Income Trust worth $759K as of Q3 2026.
  • Gilliland Jeter Wealth Management bought 295 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $8.79K.
  • Gabelli Dividend & Income Trust made up 0.19% of Gilliland Jeter Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Gilliland Jeter Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q4 2023 and has held it in 12 quarters since.
  • Gilliland Jeter Wealth Management's Gabelli Dividend & Income Trust position peaked at $781K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.