Oliver Lagore Vanvalin Investment Group’s Gabelli Equity Trust GAB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$20.7K	Buy	+3,750	New	+$20.9K	0.01%	333
2024 Q4	$20.2K	Hold	3,750	–	–	0.01%	360
2024 Q3	$20.6K	Hold	3,750	–	–	0.01%	340
2024 Q2	$19.5K	Hold	3,750	–	–	0.01%	337
2024 Q1	$20.7K	Buy	3,750 +2,000	+114%	+$10.6K	0.01%	336
2023 Q4	$8.89K	Hold	1,750	–	–	﹤0.01%	432
2023 Q3	$8.98K	Hold	1,750	–	–	﹤0.01%	456
2023 Q2	$10.2K	Hold	1,750	–	–	﹤0.01%	460
2023 Q1	$10K	Buy	1,750 +750	+75%	+$4.29K	﹤0.01%	387
2022 Q4	$5.48K	Buy	+1,000	New	+$5.55K	﹤0.01%	455

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GAB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Gabelli Equity Trust (GAB) in Q2 2025: 3,750 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GAB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GAB in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.7K in Q1 2024. 193 funds tracked by Wall St. Rank hold GAB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,750 shares of Gabelli Equity Trust worth $20.7K as of Q2 2025.
Gabelli Equity Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Gabelli Equity Trust made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #333 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Gabelli Equity Trust in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Gabelli Equity Trust position peaked at $20.7K in Q1 2024.
193 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.