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New England Private Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

New England Private Wealth Advisors’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 		$63.9K Hold
11,446
– – 0.01% 205
2026
Q1 		$64.1K Buy
+11,446
New +$68.7K 0.01% 194
2025
Q4 		– Sell
-11,446
Closed -$69.7K – 181
2025
Q3 		$69.7K Buy
+11,446
New +$68.7K 0.01% 178

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
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

New England Private Wealth Advisors's GAB Position: Q2 2026 in Review

New England Private Wealth Advisors held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 11,446 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #205.

New England Private Wealth Advisors first reported a position in GAB in Q3 2025 and has held it in 3 quarters since. The position peaked at $69.7K in Q3 2025. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • New England Private Wealth Advisors held 11,446 shares of Gabelli Equity Trust worth $63.9K as of Q2 2026.
  • New England Private Wealth Advisors left its Gabelli Equity Trust share count unchanged in Q2 2026.
  • Gabelli Equity Trust made up 0.01% of New England Private Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • New England Private Wealth Advisors first reported a position in Gabelli Equity Trust in Q3 2025 and has held it in 3 quarters since.
  • New England Private Wealth Advisors's Gabelli Equity Trust position peaked at $69.7K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.