JWM
GRX

JPL Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

JPL Wealth Management’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 		$445 Hold
47
– – ﹤0.01% 1413
2026
Q1 		$426 Buy
+47
New +$450 ﹤0.01% 1329

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
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

JPL Wealth Management's GRX Position: Q2 2026 in Review

JPL Wealth Management held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q2 2026 at 47 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

JPL Wealth Management first reported a position in GRX in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • JPL Wealth Management held 47 shares of Gabelli Healthcare & Wellness Trust worth $445 as of Q2 2026.
  • JPL Wealth Management left its Gabelli Healthcare & Wellness Trust share count unchanged in Q2 2026.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1413 holding.
  • JPL Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.