Marks Group Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Marks Group Wealth 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
2026 Q2	$1.29M	Hold	227,710	–	–	0.11%	177
2026 Q1	$1.28M	Sell	227,710 -17,128	-7%	-$103K	0.12%	173
2025 Q4	$1.51M	Hold	244,838	–	–	0.14%	150
2025 Q3	$1.49M	Hold	244,838	–	–	0.14%	142
2025 Q2	$1.42M	Hold	244,838	–	–	0.13%	150
2025 Q1	$1.35M	Hold	244,838	–	–	0.13%	156
2024 Q4	$1.32M	Hold	244,838	–	–	0.13%	151
2024 Q3	$1.34M	Sell	244,838 -229,326	-48%	-$1.24M	0.13%	154
2024 Q2	$2.47M	Buy	474,164 +9,855	+2%	+$53.1K	0.26%	105
2024 Q1	$2.56M	Hold	464,309	–	–	0.27%	98
2023 Q4	$2.36M	Hold	464,309	–	–	0.27%	106
2023 Q3	$2.38M	Hold	464,309	–	–	0.29%	104
2023 Q2	$2.69M	Hold	464,309	–	–	0.32%	101
2023 Q1	$2.67M	Sell	464,309 -6,940	-1%	-$39.7K	0.34%	98
2022 Q4	$2.58M	Buy	471,249 +119,628	+34%	+$664K	0.35%	95
2022 Q3	$1.93M	Hold	351,621	–	–	0.29%	105
2022 Q2	$2.15M	Sell	351,621 -334	-0.1%	-$2.22K	0.31%	99
2022 Q1	$2.44M	Hold	351,955	–	–	0.31%	99
2021 Q4	$2.53M	Buy	351,955 +115,815	+49%	+$813K	0.31%	102
2021 Q3	$1.57M	Hold	236,140	–	–	0.21%	122
2021 Q2	$1.63M	Sell	236,140 -5,431	-2%	-$38.1K	0.22%	120
2021 Q1	$1.61M	Hold	241,571	–	–	0.24%	112
2020 Q4	$1.48M	Buy	241,571 +120,550	+100%	+$695K	0.23%	122
2020 Q3	$602K	Buy	+121,021	New	+$620K	0.11%	160

Other funds holding GAB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Marks Group Wealth Management's GAB Position: Q2 2026 in Review

Marks Group Wealth Management held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 227,710 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #177.

Marks Group Wealth Management first reported a position in GAB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.69M in Q2 2023. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Marks Group Wealth Management held 227,710 shares of Gabelli Equity Trust worth $1.29M as of Q2 2026.
Marks Group Wealth Management left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #177 holding.
Marks Group Wealth Management first reported a position in Gabelli Equity Trust in Q3 2020 and has held it in 24 quarters since.
Marks Group Wealth Management's Gabelli Equity Trust position peaked at $2.69M in Q2 2023.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.