GJWM
GRX

Gilliland Jeter Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$2.19K – 366
2024
Q3 		$2.19K Hold
200
– – ﹤0.01% 601
2024
Q2 		$1.92K Hold
200
– – ﹤0.01% 603
2024
Q1 		$2.05K Buy
+200
New +$1.95K ﹤0.01% 560

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Gilliland Jeter Wealth Management's GRX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2024, closing a stake of 200 shares — an estimated $2.19K sold.

Gilliland Jeter Wealth Management first reported a position in GRX in Q1 2024 and held it in 3 quarters. The position peaked at $2.19K in Q3 2024. 66 funds tracked by Wall St. Rank hold GRX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 200 Gabelli Healthcare & Wellness Trust shares in Q4 2024, an estimated $2.19K.
  • Gilliland Jeter Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $2.19K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.