MCFP
GCV

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
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

PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mallini Complete Financial Planning's GCV Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its Gabelli Convertible and Income Securities Fund (GCV) stake by 7.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 59,679 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #46.

Mallini Complete Financial Planning first reported a position in GCV in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

  • Mallini Complete Financial Planning held 59,679 shares of Gabelli Convertible and Income Securities Fund worth $279K as of Q2 2026.
  • Mallini Complete Financial Planning bought 3,996 Gabelli Convertible and Income Securities Fund shares in Q2 2026, an estimated $18.1K.
  • Gabelli Convertible and Income Securities Fund made up 0.2% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Mallini Complete Financial Planning first reported a position in Gabelli Convertible and Income Securities Fund in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.