GSWM
GRX

Golden State Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Golden State 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
2026
Q2 		– Sell
-1,811
Closed -$16.4K – 1655
2026
Q1 		$16.4K Hold
1,811
– – ﹤0.01% 960
2025
Q4 		$17.4K Hold
1,811
– – ﹤0.01% 956
2025
Q3 		$16.4K Hold
1,811
– – ﹤0.01% 962
2025
Q2 		$17.1K Hold
1,811
– – ﹤0.01% 927
2025
Q1 		$18.3K Hold
1,811
– – ﹤0.01% 826
2024
Q4 		$17.5K Buy
+1,811
New +$18.8K ﹤0.01% 800
2020
Q4 		– Sell
-1,811
Closed -$19K – 309
2020
Q3 		$19K Buy
+1,811
New +$18.9K 0.01% 381
2020
Q2 		– Sell
-1,811
Closed -$16K – 534
2020
Q1 		$16K Buy
+1,811
New +$19.2K 0.01% 538
2019
Q4 		– Sell
-1,811
Closed -$19K – 412
2019
Q3 		$19K Hold
1,811
– – 0.01% 622
2019
Q2 		$19K Hold
1,811
– – 0.01% 624
2019
Q1 		$19K Buy
+1,811
New +$18.3K 0.01% 640

Other funds holding GRX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Golden State Wealth Management's GRX Position: Q2 2026 in Review

Golden State Wealth Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2026, closing a stake of 1,811 shares — an estimated $16.4K sold.

Golden State Wealth Management first reported a position in GRX in Q1 2019 and held it in 11 quarters. The position peaked at $19K in Q3 2020. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Golden State Wealth Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 1,811 Gabelli Healthcare & Wellness Trust shares in Q2 2026, an estimated $16.4K.
  • Golden State Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2019 and held it in 11 quarters.
  • Golden State Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $19K in Q3 2020.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.