Sagespring Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

Sagespring Wealth Partners’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 Q1	$77K	Buy	13,757 +91	+0.7%	+$546	﹤0.01%	786
2025 Q4	$84.3K	Buy	13,666 +82	+0.6%	+$498	﹤0.01%	780
2025 Q3	$82.7K	Buy	+13,584	New	+$81.5K	﹤0.01%	733
2025 Q2	–	Sell	-13,421	Closed	-$74K	–	721
2025 Q1	$74K	Buy	+13,421	New	+$74K	﹤0.01%	649

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 $79.5B AUM 27.1% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sagespring Wealth Partners's GAB Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Gabelli Equity Trust (GAB) stake by 0.67% in Q1 2026, buying an estimated $546 and bringing the position to 13,757 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Sagespring Wealth Partners first reported a position in GAB in Q1 2025 and has held it in 4 quarters since. The position peaked at $84.3K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

Sagespring Wealth Partners held 13,757 shares of Gabelli Equity Trust worth $77K as of Q1 2026.
Sagespring Wealth Partners bought 91 Gabelli Equity Trust shares in Q1 2026, an estimated $546.
Gabelli Equity Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #786 holding.
Sagespring Wealth Partners first reported a position in Gabelli Equity Trust in Q1 2025 and has held it in 4 quarters since.
Sagespring Wealth Partners's Gabelli Equity Trust position peaked at $84.3K in Q4 2025.
205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.