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Kingsview Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Kingsview Wealth Management’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
Q1 		$202K Sell
7,493
-200
-3% -$5.64K ﹤0.01% 1261
2025
Q4 		$214K Sell
7,693
-150
-2% -$4.07K ﹤0.01% 1149
2025
Q3 		$213K Sell
7,843
-100
-1% -$2.67K ﹤0.01% 1119
2025
Q2 		$207K Buy
+7,943
New +$191K ﹤0.01% 1101

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's GDV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Gabelli Dividend & Income Trust (GDV) stake by 2.6% in Q1 2026, selling an estimated $5.64K and leaving 7,493 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Kingsview Wealth Management first reported a position in GDV in Q2 2025 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 182 funds tracked by Wall St. Rank hold GDV as of Q1 2026.

  • Kingsview Wealth Management held 7,493 shares of Gabelli Dividend & Income Trust worth $202K as of Q1 2026.
  • Kingsview Wealth Management sold 200 Gabelli Dividend & Income Trust shares in Q1 2026, an estimated $5.64K.
  • Gabelli Dividend & Income Trust made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1261 holding.
  • Kingsview Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Gabelli Dividend & Income Trust position peaked at $214K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.