Newton One Investments’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Newton One Investments’s Portfolio GCV Stock Details GCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.85K	Buy	+1,250	New	+$5.68K	﹤0.01%	125

Other funds holding GCV

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Newton One Investments's GCV Position: Q2 2026 in Review

Newton One Investments opened a new position in Gabelli Convertible and Income Securities Fund (GCV) in Q2 2026: 1,250 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings.

33 funds tracked by Wall St. Rank hold GCV as of Q2 2026.

Newton One Investments held 1,250 shares of Gabelli Convertible and Income Securities Fund worth $5.85K as of Q2 2026.
Gabelli Convertible and Income Securities Fund was a new Newton One Investments position in Q2 2026.
Gabelli Convertible and Income Securities Fund made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #125 holding.
33 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.