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
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 $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return

Harbour Investments's GRX Position: Q3 2025 in Review

Harbour Investments sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2025, closing a stake of 120 shares — an estimated $1.13K sold.

Harbour Investments first reported a position in GRX in Q1 2021 and held it in 17 quarters. The position peaked at $2K in Q4 2021. 54 funds tracked by Wall St. Rank hold GRX as of Q3 2025.

  • Harbour Investments reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 120 Gabelli Healthcare & Wellness Trust shares in Q3 2025, an estimated $1.13K.
  • Harbour Investments first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2021 and held it in 17 quarters.
  • Harbour Investments's Gabelli Healthcare & Wellness Trust position peaked at $2K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.