Jeff Yass’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Jeff Yass’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
2026 Q2	$132K	Sell	13,947 -4,620	-25%	-$42K	﹤0.01%	12298
2026 Q1	$168K	Buy	+18,567	New	+$178K	﹤0.01%	11876
2025 Q4	–	Sell	-12,040	Closed	-$109K	–	12815
2025 Q3	$109K	Sell	12,040 -1,320	-10%	-$12.3K	﹤0.01%	11513
2025 Q2	$126K	Buy	+13,360	New	+$127K	﹤0.01%	11635
2025 Q1	–	Sell	-38,033	Closed	-$367K	–	12852
2024 Q4	$367K	Buy	38,033 +21,216	+126%	+$220K	﹤0.01%	9381
2024 Q3	$184K	Buy	16,817 +1,309	+8%	+$13.8K	﹤0.01%	10540
2024 Q2	$149K	Sell	15,508 -1,261	-8%	-$12.1K	﹤0.01%	10703
2024 Q1	$172K	Sell	16,769 -16,379	-49%	-$160K	﹤0.01%	10765
2023 Q4	$309K	Buy	33,148 +21,921	+195%	+$188K	﹤0.01%	9769
2023 Q3	$96.3K	Buy	+11,227	New	+$107K	﹤0.01%	10946
2023 Q1	–	Sell	-13,594	Closed	-$140K	–	12923
2022 Q4	$140K	Buy	+13,594	New	+$137K	﹤0.01%	10595
2018 Q4	–	Sell	-41,421	Closed	-$457K	–	9313
2018 Q3	$457K	Buy	+41,421	New	+$441K	﹤0.01%	6701
2018 Q1	–	Sell	-20,011	Closed	-$207K	–	9635
2017 Q4	$207K	Buy	+20,011	New	+$200K	﹤0.01%	8226

Other funds holding GRX

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Jeff Yass's GRX Position: Q2 2026 in Review

Jeff Yass reduced its Gabelli Healthcare & Wellness Trust (GRX) stake by 25% in Q2 2026, selling an estimated $42K and leaving 13,947 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #12298.

Jeff Yass first reported a position in GRX in Q4 2017 and has held it in 13 quarters since. The position peaked at $457K in Q3 2018. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

Jeff Yass held 13,947 shares of Gabelli Healthcare & Wellness Trust worth $132K as of Q2 2026.
Jeff Yass sold 4,620 Gabelli Healthcare & Wellness Trust shares in Q2 2026, an estimated $42K.
Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12298 holding.
Jeff Yass first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2017 and has held it in 13 quarters since.
Jeff Yass's Gabelli Healthcare & Wellness Trust position peaked at $457K in Q3 2018.
51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.