Spire Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Spire Wealth Management’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	$5.66K	Hold	1,000	–	–	﹤0.01%	1806
2026 Q1	$5.6K	Hold	1,000	–	–	﹤0.01%	1811
2025 Q4	$6.17K	Hold	1,000	–	–	﹤0.01%	1865
2025 Q3	$6.09K	Hold	1,000	–	–	﹤0.01%	1909
2025 Q2	$5.82K	Hold	1,000	–	–	﹤0.01%	1901
2025 Q1	$5.51K	Hold	1,000	–	–	﹤0.01%	2032
2024 Q4	$5.38K	Hold	1,000	–	–	﹤0.01%	2024
2024 Q3	$5.49K	Hold	1,000	–	–	﹤0.01%	1795
2024 Q2	$5.2K	Hold	1,000	–	–	﹤0.01%	1820
2024 Q1	$5.52K	Hold	1,000	–	–	﹤0.01%	1905
2023 Q4	$5.07K	Hold	1,000	–	–	﹤0.01%	1952
2023 Q3	$5.13K	Hold	1,000	–	–	﹤0.01%	1939
2023 Q2	$5.8K	Hold	1,000	–	–	﹤0.01%	1964
2023 Q1	$5.74K	Hold	1,000	–	–	﹤0.01%	2000
2022 Q4	$5K	Hold	1,000	–	–	﹤0.01%	1822
2022 Q3	$6K	Sell	1,000 -6,014	-86%	-$37.1K	﹤0.01%	1698
2022 Q2	$43K	Sell	7,014 -7,857	-53%	-$52.3K	﹤0.01%	1354
2022 Q1	$103K	Sell	14,871 -75,952	-84%	-$530K	﹤0.01%	1152
2021 Q4	$653K	Buy	90,823 +71,116	+361%	+$499K	0.01%	604
2021 Q3	$131K	Buy	19,707 +182	+0.9%	+$1.23K	﹤0.01%	1091
2021 Q2	$135K	Sell	19,525 -25,124	-56%	-$176K	﹤0.01%	1080
2021 Q1	$298K	Buy	+44,649	New	+$285K	0.01%	869

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

Spire Wealth Management's GAB Position: Q2 2026 in Review

Spire Wealth Management held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 1,000 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Spire Wealth Management first reported a position in GAB in Q1 2021 and has held it in 22 quarters since. The position peaked at $653K in Q4 2021. 224 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

Spire Wealth Management held 1,000 shares of Gabelli Equity Trust worth $5.66K as of Q2 2026.
Spire Wealth Management left its Gabelli Equity Trust share count unchanged in Q2 2026.
Gabelli Equity Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1806 holding.
Spire Wealth Management first reported a position in Gabelli Equity Trust in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Gabelli Equity Trust position peaked at $653K in Q4 2021.
224 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.