Golden State Equity Partners’s Gabelli Equity Trust GAB Stock Holding History

Golden State Equity 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 Q1	$1.02M	Buy	181,816 +88,605	+95%	+$532K	0.08%	280
2025 Q4	$575K	Sell	93,211 -720	-0.8%	-$4.37K	0.09%	251
2025 Q3	$572K	Sell	93,931 -1,889	-2%	-$11.3K	0.1%	240
2025 Q2	$558K	Sell	95,820 -1,356	-1%	-$7.55K	0.1%	235
2025 Q1	$535K	Sell	97,176 -182	-0.2%	-$1K	0.11%	234
2024 Q4	$524K	Buy	+97,358	New	+$539K	0.1%	226
2024 Q3	–	Sell	-111,359	Closed	-$579K	–	847
2024 Q2	$579K	Buy	+111,359	New	+$600K	0.12%	185
2023 Q4	$587K	Buy	115,489 +2,219	+2%	+$11.1K	0.14%	162
2023 Q3	$581K	Sell	113,270 -3,653	-3%	-$20.1K	0.16%	150
2023 Q2	$678K	Buy	+116,923	New	+$654K	0.19%	133

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Golden State Equity Partners's GAB Position: Q1 2026 in Review

Golden State Equity Partners increased its Gabelli Equity Trust (GAB) stake by 95% in Q1 2026, buying an estimated $532K and bringing the position to 181,816 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #280.

Golden State Equity Partners first reported a position in GAB in Q2 2023 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Golden State Equity Partners held 181,816 shares of Gabelli Equity Trust worth $1.02M as of Q1 2026.
Golden State Equity Partners bought 88,605 Gabelli Equity Trust shares in Q1 2026, an estimated $532K.
Gabelli Equity Trust made up 0.08% of Golden State Equity Partners's portfolio in Q1 2026, its #280 holding.
Golden State Equity Partners first reported a position in Gabelli Equity Trust in Q2 2023 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.