Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Gabelli Dividend & Income Trust GDV Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242K Sell
8,563
-109
-1% -$3.25K 0.02% 432
2026
Q2 		$255K Sell
8,672
-190
-2% -$5.5K 0.02% 432
2026
Q1 		$239K Sell
8,862
-873
-9% -$24.6K 0.02% 414
2025
Q4 		$270K Buy
+9,735
New +$264K 0.03% 360
2024
Q4 		– Sell
-10,103
Closed -$247K – 457
2024
Q3 		$247K Sell
10,103
-1,409
-12% -$33.1K 0.03% 370
2024
Q2 		$261K Buy
11,512
+390
+4% +$8.74K 0.04% 327
2024
Q1 		$256K Buy
11,122
+623
+6% +$13.7K 0.04% 347
2023
Q4 		$227K Buy
10,499
+252
+2% +$5K 0.04% 353
2023
Q3 		$199K Buy
10,247
+383
+4% +$8.01K 0.03% 372
2023
Q2 		$208K Buy
+9,864
New +$203K 0.03% 372

Other funds holding GDV

Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Pinnacle Wealth Planning Services's GDV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Gabelli Dividend & Income Trust (GDV) stake by 1.3% in Q3 2026, selling an estimated $3.25K and leaving 8,563 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #432.

Pinnacle Wealth Planning Services first reported a position in GDV in Q2 2023 and has held it in 10 quarters since. The position peaked at $270K in Q4 2025. 59 funds tracked by Wall St. Rank hold GDV as of Q3 2026.

  • Pinnacle Wealth Planning Services held 8,563 shares of Gabelli Dividend & Income Trust worth $242K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 109 Gabelli Dividend & Income Trust shares in Q3 2026, an estimated $3.25K.
  • Gabelli Dividend & Income Trust made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #432 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gabelli Dividend & Income Trust in Q2 2023 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's Gabelli Dividend & Income Trust position peaked at $270K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.