Mallini Complete Financial Planning’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Mallini Complete Financial Planning’s Portfolio GCV Stock Details GCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Sell	54,893 -4,786	-8%	-$21.8K	0.16%	53
2026 Q2	$279K	Buy	59,679 +3,996	+7%	+$18.1K	0.2%	46
2026 Q1	$238K	Buy	55,683 +687	+1%	+$3.02K	0.19%	46
2025 Q4	$228K	Buy	54,996 +723	+1%	+$3.05K	0.18%	51
2025 Q3	$224K	Buy	54,273 +936	+2%	+$3.74K	0.18%	52
2025 Q2	$204K	Buy	53,337 +8,093	+18%	+$29.4K	0.26%	54
2025 Q1	$169K	Buy	45,244 +2,055	+5%	+$7.91K	0.16%	55
2024 Q4	$165K	Buy	+43,189	New	+$166K	0.16%	58

Other funds holding GCV

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Mallini Complete Financial Planning's GCV Position: Q3 2026 in Review

Mallini Complete Financial Planning reduced its Gabelli Convertible and Income Securities Fund (GCV) stake by 8% in Q3 2026, selling an estimated $21.8K and leaving 54,893 shares worth $227K. The position accounts for 0.16% of the portfolio, ranked #53.

Mallini Complete Financial Planning first reported a position in GCV in Q4 2024 and has held it in 8 quarters since. The position peaked at $279K in Q2 2026. 10 funds tracked by Wall St. Rank hold GCV as of Q3 2026.

Mallini Complete Financial Planning held 54,893 shares of Gabelli Convertible and Income Securities Fund worth $227K as of Q3 2026.
Mallini Complete Financial Planning sold 4,786 Gabelli Convertible and Income Securities Fund shares in Q3 2026, an estimated $21.8K.
Gabelli Convertible and Income Securities Fund made up 0.16% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #53 holding.
Mallini Complete Financial Planning first reported a position in Gabelli Convertible and Income Securities Fund in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's Gabelli Convertible and Income Securities Fund position peaked at $279K in Q2 2026.
10 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.