Highline Wealth Partners
GDV icon

Highline Wealth Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Highline Wealth Partners’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-100
Closed -$2.94K – 1492
2026
Q2 		$2.94K Hold
100
– – ﹤0.01% 1052
2026
Q1 		$2.69K Buy
+100
New +$2.82K ﹤0.01% 981

Other funds holding GDV

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Highline Wealth Partners's GDV Position: Q3 2026 in Review

Highline Wealth Partners sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2026, closing a stake of 100 shares — an estimated $2.94K sold.

Highline Wealth Partners first reported a position in GDV in Q1 2026 and held it in 2 quarters. The position peaked at $2.94K in Q2 2026. 34 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Highline Wealth Partners reported no remaining Gabelli Dividend & Income Trust position as of Q3 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 100 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $2.94K.
  • Highline Wealth Partners first reported a position in Gabelli Dividend & Income Trust in Q1 2026 and held it in 2 quarters.
  • Highline Wealth Partners's Gabelli Dividend & Income Trust position peaked at $2.94K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.