Raleigh Capital Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Raleigh Capital Management’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-499	Closed	-$4.81K	–	759
2024 Q4	$4.81K	Buy	499 +7	+1%	+$73	﹤0.01%	715
2024 Q3	$5.38K	Buy	492 +7	+1%	+$74	﹤0.01%	691
2024 Q2	$4.65K	Buy	485 +8	+2%	+$77	﹤0.01%	686
2024 Q1	$4.89K	Buy	477 +7	+1%	+$68	﹤0.01%	657
2023 Q4	$4.39K	Buy	470 +7	+2%	+$60	﹤0.01%	758
2023 Q3	$3.97K	Buy	463 +8	+2%	+$76	﹤0.01%	720
2023 Q2	$4.54K	Buy	455 +6	+1%	+$60	﹤0.01%	665
2023 Q1	$4.53K	Buy	449 +7	+2%	+$71	﹤0.01%	626
2022 Q4	$4.54K	Buy	442 +6	+1%	+$60	﹤0.01%	561
2022 Q3	$4K	Buy	436 +7	+2%	+$78	﹤0.01%	531
2022 Q2	$5K	Buy	+429	New	+$4.97K	﹤0.01%	442

Other funds holding GRX

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Raleigh Capital Management's GRX Position: Q1 2025 in Review

Raleigh Capital Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2025, closing a stake of 499 shares — an estimated $4.81K sold.

Raleigh Capital Management first reported a position in GRX in Q2 2022 and held it in 11 quarters. The position peaked at $5.38K in Q3 2024. 61 funds tracked by Wall St. Rank hold GRX as of Q1 2025.

Raleigh Capital Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 499 Gabelli Healthcare & Wellness Trust shares in Q1 2025, an estimated $4.81K.
Raleigh Capital Management first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2022 and held it in 11 quarters.
Raleigh Capital Management's Gabelli Healthcare & Wellness Trust position peaked at $5.38K in Q3 2024.
61 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.