MW
GCV

MBL Wealth’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

MBL Wealth’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 		$109K Hold
23,194
– – 0.01% 383
2026
Q1 		$99.3K Sell
23,194
-8,500
-27% -$37.4K 0.01% 334
2025
Q4 		$132K Hold
31,694
– – 0.01% 291
2025
Q3 		$131K Buy
+31,694
New +$127K 0.01% 248

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
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 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

MBL Wealth's GCV Position: Q2 2026 in Review

MBL Wealth held its Gabelli Convertible and Income Securities Fund (GCV) position steady in Q2 2026 at 23,194 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #383.

MBL Wealth first reported a position in GCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $132K in Q4 2025. 7 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

  • MBL Wealth held 23,194 shares of Gabelli Convertible and Income Securities Fund worth $109K as of Q2 2026.
  • MBL Wealth left its Gabelli Convertible and Income Securities Fund share count unchanged in Q2 2026.
  • Gabelli Convertible and Income Securities Fund made up 0.01% of MBL Wealth's portfolio in Q2 2026, its #383 holding.
  • MBL Wealth first reported a position in Gabelli Convertible and Income Securities Fund in Q3 2025 and has held it in 4 quarters since.
  • MBL Wealth's Gabelli Convertible and Income Securities Fund position peaked at $132K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.