TrueNorth Wealth & Impact, LLC’s Gabelli Equity Trust GAB Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$482K	Buy	+92,060	New	+$516K	0.18%	88

Other funds holding GAB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's GAB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Gabelli Equity Trust (GAB) in Q3 2026: 92,060 shares worth $482K. The stake represents 0.18% of the portfolio and ranks #88 among its holdings.

185 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 92,060 shares of Gabelli Equity Trust worth $482K as of Q3 2026.
Gabelli Equity Trust was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Gabelli Equity Trust made up 0.18% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #88 holding.
185 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.