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
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 – 482
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 $3.62B AUM 13% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Golden State Wealth Management's GRX Position: Q1 2026 in Review

Golden State Wealth Management held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q1 2026 at 1,811 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

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

  • Golden State Wealth Management held 1,811 shares of Gabelli Healthcare & Wellness Trust worth $16.4K as of Q1 2026.
  • Golden State Wealth Management left its Gabelli Healthcare & Wellness Trust share count unchanged in Q1 2026.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #960 holding.
  • Golden State Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2019 and has held it in 11 quarters since.
  • 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 Q1 2026.

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