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Highline Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

Highline Wealth Partners’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 		$2.83K Hold
500
– – ﹤0.01% 1084
2026
Q1 		$2.8K Hold
500
– – ﹤0.01% 943
2025
Q4 		$3.08K Hold
500
– – ﹤0.01% 721
2025
Q3 		$3.04K Buy
+500
New +$3K ﹤0.01% 742

Other funds holding GAB

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DAS
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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Highline Wealth Partners's GAB Position: Q2 2026 in Review

Highline Wealth Partners held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 500 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Highline Wealth Partners first reported a position in GAB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.08K in Q4 2025. 42 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Highline Wealth Partners held 500 shares of Gabelli Equity Trust worth $2.83K as of Q2 2026.
  • Highline Wealth Partners left its Gabelli Equity Trust share count unchanged in Q2 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1084 holding.
  • Highline Wealth Partners first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Gabelli Equity Trust position peaked at $3.08K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.