Graves Light Lenhart Wealth’s Gabelli Equity Trust GAB Stock Holding History

Graves Light Lenhart Wealth’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 Q2	$233K	Hold	41,224	–	–	0.02%	186
2026 Q1	$231K	Hold	41,224	–	–	0.02%	175
2025 Q4	$254K	Hold	41,224	–	–	0.03%	167
2025 Q3	$251K	Hold	41,224	–	–	0.03%	165
2025 Q2	$240K	Hold	41,224	–	–	0.03%	169
2025 Q1	$227K	Hold	41,224	–	–	0.03%	168
2024 Q4	$222K	Hold	41,224	–	–	0.03%	169
2024 Q3	$226K	Hold	41,224	–	–	0.03%	169
2024 Q2	$215K	Hold	41,224	–	–	0.02%	171
2024 Q1	$228K	Hold	41,224	–	–	0.03%	165
2023 Q4	$209K	Hold	41,224	–	–	0.03%	170
2023 Q3	$206K	Hold	41,224	–	–	0.03%	164
2023 Q2	$239K	Hold	41,224	–	–	0.03%	161
2023 Q1	$237K	Hold	41,224	–	–	0.04%	147
2022 Q4	$226K	Hold	41,224	–	–	0.03%	151
2022 Q3	$227K	Hold	41,224	–	–	0.04%	156
2022 Q2	$251K	Hold	41,224	–	–	0.04%	151
2022 Q1	$286K	Hold	41,224	–	–	0.04%	150
2021 Q4	$296K	Hold	41,224	–	–	0.04%	155
2021 Q3	$274K	Hold	41,224	–	–	0.04%	152
2021 Q2	$284K	Sell	41,224 -948	-2%	-$6.64K	0.05%	144
2021 Q1	$281K	Hold	42,172	–	–	0.05%	145
2020 Q4	$258K	Hold	42,172	–	–	0.05%	146
2020 Q3	$210K	Hold	42,172	–	–	0.05%	152
2020 Q2	$207K	Hold	42,172	–	–	0.05%	146
2020 Q1	$179K	Hold	42,172	–	–	0.05%	140
2019 Q4	$251K	Hold	42,172	–	–	0.05%	146
2019 Q3	$248K	Hold	42,172	–	–	0.05%	149
2019 Q2	$255K	Hold	42,172	–	–	0.06%	137
2019 Q1	$254K	Hold	42,172	–	–	0.06%	126
2018 Q4	$210K	Buy	+42,172	New	+$242K	0.06%	134

Other funds holding GAB

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return