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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meridian Wealth Management's GAB Position: Q1 2026 in Review

Meridian Wealth Management reduced its Gabelli Equity Trust (GAB) stake by 15% in Q1 2026, selling an estimated $11.4K and leaving 10,428 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Meridian Wealth Management first reported a position in GAB in Q3 2022 and has held it in 14 quarters since. The position peaked at $175K in Q3 2023. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Meridian Wealth Management held 10,428 shares of Gabelli Equity Trust worth $58.4K as of Q1 2026.
  • Meridian Wealth Management sold 1,902 Gabelli Equity Trust shares in Q1 2026, an estimated $11.4K.
  • Gabelli Equity Trust made up ﹤0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #772 holding.
  • Meridian Wealth Management first reported a position in Gabelli Equity Trust in Q3 2022 and has held it in 14 quarters since.
  • Meridian Wealth Management's Gabelli Equity Trust position peaked at $175K in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.