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Montz Harcus Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Montz Harcus 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
Q3 		$94.6K Buy
18,047
+480
+3% +$2.69K 0.03% 97
2026
Q2 		$99.4K Buy
17,567
+458
+3% +$2.56K 0.04% 100
2026
Q1 		$95.8K Buy
17,109
+440
+3% +$2.64K 0.04% 92
2025
Q4 		$103K Buy
16,669
+392
+2% +$2.38K 0.04% 89
2025
Q3 		$99.1K Buy
16,277
+381
+2% +$2.29K 0.04% 86
2025
Q2 		$92.5K Buy
15,896
+403
+3% +$2.25K 0.04% 84
2025
Q1 		$85.4K Buy
15,493
+400
+3% +$2.21K 0.05% 78
2024
Q4 		$81.2K Buy
15,093
+400
+3% +$2.21K 0.05% 74
2024
Q3 		$80.7K Buy
14,693
+386
+3% +$2.08K 0.05% 75
2024
Q2 		$74.4K Buy
14,307
+392
+3% +$2.11K 0.05% 69
2024
Q1 		$76.8K Buy
13,915
+368
+3% +$1.95K 0.05% 71
2023
Q4 		$68.8K Buy
13,547
+379
+3% +$1.9K 0.05% 55
2023
Q3 		$67.5K Buy
13,168
+360
+3% +$1.98K 0.06% 54
2023
Q2 		$74.3K Buy
12,808
+345
+3% +$1.93K 0.06% 59
2023
Q1 		$71.5K Buy
12,463
+340
+3% +$1.95K 0.07% 53
2022
Q4 		$66.4K Buy
12,123
+329
+3% +$1.83K 0.07% 53
2022
Q3 		$65K Buy
11,794
+293
+3% +$1.81K 0.07% 49
2022
Q2 		$70K Buy
11,501
+283
+3% +$1.88K 0.07% 52
2022
Q1 		$78K Buy
11,218
+233
+2% +$1.63K 0.07% 53
2021
Q4 		$79K Buy
+10,985
New +$77.1K 0.07% 56

Other funds holding GAB

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Montz Harcus Wealth Management's GAB Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Gabelli Equity Trust (GAB) stake by 2.7% in Q3 2026, buying an estimated $2.69K and bringing the position to 18,047 shares worth $94.6K. The position accounts for 0.03% of the portfolio, ranked #97.

Montz Harcus Wealth Management first reported a position in GAB in Q4 2021 and has held it in 20 quarters since. The position peaked at $103K in Q4 2025. 8 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Montz Harcus Wealth Management held 18,047 shares of Gabelli Equity Trust worth $94.6K as of Q3 2026.
  • Montz Harcus Wealth Management bought 480 Gabelli Equity Trust shares in Q3 2026, an estimated $2.69K.
  • Gabelli Equity Trust made up 0.03% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Montz Harcus Wealth Management first reported a position in Gabelli Equity Trust in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's Gabelli Equity Trust position peaked at $103K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.