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

MorganRosel 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
2025
Q3 		– Sell
-6,246
Closed -$36.4K – 197
2025
Q2 		$36.4K Buy
+6,246
New +$34.8K 0.01% 199

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MorganRosel Wealth Management's GAB Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Gabelli Equity Trust (GAB) in Q3 2025, closing a stake of 6,246 shares — an estimated $36.4K sold.

MorganRosel Wealth Management first reported a position in GAB in Q2 2025 and held it in 1 quarter. The position peaked at $36.4K in Q2 2025. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Gabelli Equity Trust position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,246 Gabelli Equity Trust shares in Q3 2025, an estimated $36.4K.
  • MorganRosel Wealth Management first reported a position in Gabelli Equity Trust in Q2 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's Gabelli Equity Trust position peaked at $36.4K in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.