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Summit Wealth Group (Colorado)’s Gabelli Equity Trust GAB Stock Holding History

Summit Wealth Group (Colorado)’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 		$64.2K Hold
11,348
– – 0.01% 396
2026
Q1 		$63.5K Hold
11,348
– – 0.01% 338
2025
Q4 		$70K Buy
+11,348
New +$68.9K 0.01% 273

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

Summit Wealth Group (Colorado)'s GAB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Gabelli Equity Trust (GAB) position steady in Q2 2026 at 11,348 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #396.

Summit Wealth Group (Colorado) first reported a position in GAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $70K in Q4 2025. 223 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,348 shares of Gabelli Equity Trust worth $64.2K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Gabelli Equity Trust share count unchanged in Q2 2026.
  • Gabelli Equity Trust made up 0.01% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #396 holding.
  • Summit Wealth Group (Colorado) first reported a position in Gabelli Equity Trust in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Gabelli Equity Trust position peaked at $70K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.