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 Q2	$78.4K	Buy	13,852 +95	+0.7%	+$531	﹤0.01%	842
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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UFM

Ursa Fund Management Danville, California $1.28B AUM 89.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

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

Sagespring Wealth Partners's GAB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Gabelli Equity Trust (GAB) stake by 0.69% in Q2 2026, buying an estimated $531 and bringing the position to 13,852 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Sagespring Wealth Partners first reported a position in GAB in Q1 2025 and has held it in 5 quarters since. The position peaked at $84.3K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Sagespring Wealth Partners held 13,852 shares of Gabelli Equity Trust worth $78.4K as of Q2 2026.
Sagespring Wealth Partners bought 95 Gabelli Equity Trust shares in Q2 2026, an estimated $531.
Gabelli Equity Trust made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #842 holding.
Sagespring Wealth Partners first reported a position in Gabelli Equity Trust in Q1 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's Gabelli Equity Trust position peaked at $84.3K in Q4 2025.
223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.