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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Graves Light Lenhart Wealth's GAB Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 41,224 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #186.

Graves Light Lenhart Wealth first reported a position in GAB in Q4 2018 and has held it in 31 quarters since. The position peaked at $296K in Q4 2021. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Graves Light Lenhart Wealth held 41,224 shares of Gabelli Equity Trust worth $233K as of Q2 2026.
Graves Light Lenhart Wealth left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #186 holding.
Graves Light Lenhart Wealth first reported a position in Gabelli Equity Trust in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Gabelli Equity Trust position peaked at $296K in Q4 2021.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.