Jones Financial Companies
GRX

Jones Financial Companies’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Jones Financial Companies’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 		$727 Buy
+78
New +$710 ﹤0.01% 4683

Other funds holding GRX

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SIA
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GI
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Jones Financial Companies's GRX Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q2 2026: 78 shares worth $727. The stake represents ﹤0.01% of the portfolio and ranks #4683 among its holdings.

51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Jones Financial Companies held 78 shares of Gabelli Healthcare & Wellness Trust worth $727 as of Q2 2026.
  • Gabelli Healthcare & Wellness Trust was a new Jones Financial Companies position in Q2 2026.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4683 holding.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.