Meridian Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Meridian 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	$59.6K	Buy	10,527 +99	+0.9%	+$554	﹤0.01%	820
2026 Q1	$58.4K	Sell	10,428 -1,902	-15%	-$11.4K	﹤0.01%	772
2025 Q4	$76.1K	Buy	12,330 +90	+0.7%	+$546	﹤0.01%	745
2025 Q3	$74.5K	Sell	12,240 -4,024	-25%	-$24.1K	﹤0.01%	699
2025 Q2	$94.7K	Buy	16,264 +2,200	+16%	+$12.3K	﹤0.01%	660
2025 Q1	$77.5K	Buy	14,064 +142	+1%	+$783	﹤0.01%	607
2024 Q4	$74.9K	Buy	13,922 +330	+2%	+$1.83K	﹤0.01%	615
2024 Q3	$74.6K	Buy	+13,592	New	+$73.4K	﹤0.01%	617
2024 Q2	–	Sell	-17,723	Closed	-$97.8K	–	376
2024 Q1	$97.8K	Buy	17,723 +174	+1%	+$921	0.02%	196
2023 Q4	$89.1K	Sell	17,549 -16,661	-49%	-$83.4K	0.01%	581
2023 Q3	$175K	Buy	34,210 +17,518	+105%	+$96.3K	0.01%	512
2023 Q2	$96.8K	Buy	16,692 +384	+2%	+$2.15K	0.01%	531
2023 Q1	$93.6K	Buy	16,308 +849	+5%	+$4.86K	0.01%	528
2022 Q4	$84.7K	Buy	15,459 +2,340	+18%	+$13K	0.01%	510
2022 Q3	$72K	Buy	+13,119	New	+$80.9K	0.01%	477

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

Meridian Wealth Management's GAB Position: Q2 2026 in Review

Meridian Wealth Management increased its Gabelli Equity Trust (GAB) stake by 0.95% in Q2 2026, buying an estimated $554 and bringing the position to 10,527 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Meridian Wealth Management first reported a position in GAB in Q3 2022 and has held it in 15 quarters since. The position peaked at $175K in Q3 2023. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Meridian Wealth Management held 10,527 shares of Gabelli Equity Trust worth $59.6K as of Q2 2026.
Meridian Wealth Management bought 99 Gabelli Equity Trust shares in Q2 2026, an estimated $554.
Gabelli Equity Trust made up ﹤0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #820 holding.
Meridian Wealth Management first reported a position in Gabelli Equity Trust in Q3 2022 and has held it in 15 quarters since.
Meridian Wealth Management's Gabelli Equity Trust position peaked at $175K in Q3 2023.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.