HI
GRX

Harbour Investments’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Harbour Investments’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 		$208 Buy
+22
New +$200 ﹤0.01% 4544
2025
Q3 		– Sell
-120
Closed -$1.13K – 3793
2025
Q2 		$1.13K Hold
120
– – ﹤0.01% 3259
2025
Q1 		$1.21K Hold
120
– – ﹤0.01% 3199
2024
Q4 		$1.16K Hold
120
– – ﹤0.01% 3140
2024
Q3 		$1.31K Hold
120
– – ﹤0.01% 3037
2024
Q2 		$1.15K Hold
120
– – ﹤0.01% 2964
2024
Q1 		$1.23K Hold
120
– – ﹤0.01% 2884
2023
Q4 		$1.12K Hold
120
– – ﹤0.01% 2801
2023
Q3 		$1.03K Hold
120
– – ﹤0.01% 2695
2023
Q2 		$1.2K Hold
120
– – ﹤0.01% 2659
2023
Q1 		$1.21K Hold
120
– – ﹤0.01% 2657
2022
Q4 		$1.23K Hold
120
– – ﹤0.01% 2644
2022
Q3 		$1K Hold
120
– – ﹤0.01% 2581
2022
Q2 		$1K Buy
+120
New +$1.39K ﹤0.01% 2581
2021
Q4 		$2K Hold
120
– – ﹤0.01% 2395
2021
Q3 		$2K Hold
120
– – ﹤0.01% 3305
2021
Q2 		$2K Hold
120
– – ﹤0.01% 3378
2021
Q1 		$1K Buy
+120
New +$1.47K ﹤0.01% 3393

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

Harbour Investments's GRX Position: Q2 2026 in Review

Harbour Investments opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q2 2026: 22 shares worth $208. The stake represents ﹤0.01% of the portfolio and ranks #4544 among its holdings. This is a return to the name: Harbour Investments previously reported a position in GRX as recently as Q2 2025.

Harbour Investments first reported a position in GRX in Q1 2021 and has held it in 18 quarters since. The position peaked at $2K in Q4 2021. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Harbour Investments held 22 shares of Gabelli Healthcare & Wellness Trust worth $208 as of Q2 2026.
  • Gabelli Healthcare & Wellness Trust was a new Harbour Investments position in Q2 2026.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4544 holding.
  • Harbour Investments first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's Gabelli Healthcare & Wellness Trust position peaked at $2K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.