HWP
GCV

Highline Wealth Partners’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Highline Wealth Partners’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-700
Closed -$3K – 1446
2026
Q1 		$3K Buy
700
+250
+56% +$1.1K ﹤0.01% 901
2025
Q4 		$1.87K Sell
450
-350
-44% -$1.48K ﹤0.01% 859
2025
Q3 		$3.3K Buy
+800
New +$3.19K ﹤0.01% 710

Other funds holding GCV

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Highline Wealth Partners sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q2 2026, closing a stake of 700 shares — an estimated $3K sold.

Highline Wealth Partners first reported a position in GCV in Q3 2025 and held it in 3 quarters. The position peaked at $3.3K in Q3 2025. 7 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

  • Highline Wealth Partners reported no remaining Gabelli Convertible and Income Securities Fund position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 700 Gabelli Convertible and Income Securities Fund shares in Q2 2026, an estimated $3K.
  • Highline Wealth Partners first reported a position in Gabelli Convertible and Income Securities Fund in Q3 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Gabelli Convertible and Income Securities Fund position peaked at $3.3K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

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