HCR Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

HCR Wealth Advisors’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	$426K	Hold	75,353	–	–	0.04%	174
2026 Q1	$422K	Hold	75,353	–	–	0.04%	167
2025 Q4	$465K	Hold	75,353	–	–	0.05%	157
2025 Q3	$463K	Hold	75,353	–	–	0.05%	150
2025 Q2	$439K	Hold	75,353	–	–	0.05%	154
2025 Q1	$415K	Hold	75,353	–	–	0.05%	158
2024 Q4	$405K	Hold	75,353	–	–	0.05%	157
2024 Q3	$414K	Hold	75,353	–	–	0.05%	156
2024 Q2	$392K	Hold	75,353	–	–	0.06%	149
2024 Q1	$416K	Hold	75,353	–	–	0.06%	142
2023 Q4	$383K	Buy	+75,353	New	+$377K	0.06%	136

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

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return