GRP
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Global Retirement Partners’s Gabelli Equity Trust GAB Stock Holding History

Global Retirement 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
2025
Q4 		$13.3K Buy
2,161
+213
+11% +$1.29K ﹤0.01% 3048
2025
Q3 		$11.9K Buy
1,948
+46
+2% +$276 ﹤0.01% 2626
2025
Q2 		$11.1K Buy
+1,902
New +$10.6K ﹤0.01% 2568
2024
Q4 		$9.38K Buy
1,744
+48
+3% +$266 ﹤0.01% 2419
2024
Q3 		$9.31K Buy
1,696
+45
+3% +$243 ﹤0.01% 2319
2024
Q2 		$8.58K Buy
1,651
+47
+3% +$253 ﹤0.01% 2382
2024
Q1 		$8.85K Buy
1,604
+43
+3% +$228 ﹤0.01% 2174
2023
Q4 		$7.81K Buy
1,561
+44
+3% +$220 ﹤0.01% 2163
2023
Q3 		$7.63K Buy
1,517
+44
+3% +$242 ﹤0.01% 2059
2023
Q2 		$8.55K Buy
1,473
+39
+3% +$218 ﹤0.01% 2017
2023
Q1 		$7.96K Buy
1,434
+39
+3% +$223 ﹤0.01% 1999
2022
Q4 		$7.64K Buy
+1,395
New +$7.75K ﹤0.01% 1878

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's GAB Position: Q4 2025 in Review

Global Retirement Partners increased its Gabelli Equity Trust (GAB) stake by 11% in Q4 2025, buying an estimated $1.29K and bringing the position to 2,161 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Global Retirement Partners first reported a position in GAB in Q4 2022 and has held it in 12 quarters since. 191 funds tracked by Wall St. Rank hold GAB as of Q4 2025.

  • Global Retirement Partners held 2,161 shares of Gabelli Equity Trust worth $13.3K as of Q4 2025.
  • Global Retirement Partners bought 213 Gabelli Equity Trust shares in Q4 2025, an estimated $1.29K.
  • Gabelli Equity Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3048 holding.
  • Global Retirement Partners first reported a position in Gabelli Equity Trust in Q4 2022 and has held it in 12 quarters since.
  • 191 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.