Koshinski Asset Management
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Koshinski Asset Management’s Gabelli Equity Trust GAB Stock Holding History

Koshinski Asset Management’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,112
Closed -$124K – 646
2024
Q4 		$124K Buy
23,112
+613
+3% +$3.39K 0.01% 615
2024
Q3 		$124K Buy
22,499
+591
+3% +$3.19K 0.01% 620
2024
Q2 		$115K Hold
21,908
– – 0.01% 591
2024
Q1 		$121K Buy
+21,908
New +$116K 0.01% 566
2023
Q4 		– Sell
-21,908
Closed -$112K – 550
2023
Q3 		$112K Hold
21,908
– – 0.01% 555
2023
Q2 		$127K Sell
21,908
-21,907
-50% -$123K 0.01% 586
2023
Q1 		$252K Hold
43,815
– – 0.02% 467
2022
Q4 		$240K Buy
43,815
+1,187
+3% +$6.59K 0.02% 517
2022
Q3 		$234K Buy
42,628
+1,059
+3% +$6.53K 0.03% 465
2022
Q2 		$254K Sell
41,569
-450
-1% -$2.99K 0.03% 498
2022
Q1 		$291K Hold
42,019
– – 0.02% 487
2021
Q4 		$302K Buy
42,019
+1,022
+2% +$7.17K 0.02% 505
2021
Q3 		$273K Buy
40,997
+20,713
+102% +$140K 0.02% 527
2021
Q2 		$140K Sell
20,284
-19,909
-50% -$140K 0.02% 538
2021
Q1 		$268K Buy
40,193
+859
+2% +$5.49K 0.03% 504
2020
Q4 		$241K Buy
+39,334
New +$227K 0.03% 476

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Koshinski Asset Management's GAB Position: Q1 2025 in Review

Koshinski Asset Management sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 23,112 shares — an estimated $124K sold.

Koshinski Asset Management first reported a position in GAB in Q4 2020 and held it in 16 quarters. The position peaked at $302K in Q4 2021. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • Koshinski Asset Management reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 23,112 Gabelli Equity Trust shares in Q1 2025, an estimated $124K.
  • Koshinski Asset Management first reported a position in Gabelli Equity Trust in Q4 2020 and held it in 16 quarters.
  • Koshinski Asset Management's Gabelli Equity Trust position peaked at $302K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Koshinski Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.