LFG
GRX

Larson Financial Group’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-66
Closed -$636 – 3709
2025
Q4 		$636 Sell
66
-68
-51% -$639 ﹤0.01% 3059
2025
Q3 		$1.22K Buy
+134
New +$1.25K ﹤0.01% 2859

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B 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

Larson Financial Group's GRX Position: Q1 2026 in Review

Larson Financial Group sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2026, closing a stake of 66 shares — an estimated $636 sold.

Larson Financial Group first reported a position in GRX in Q3 2025 and held it in 2 quarters. The position peaked at $1.22K in Q3 2025. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

  • Larson Financial Group reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 66 Gabelli Healthcare & Wellness Trust shares in Q1 2026, an estimated $636.
  • Larson Financial Group first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2025 and held it in 2 quarters.
  • Larson Financial Group's Gabelli Healthcare & Wellness Trust position peaked at $1.22K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.