TrueMark Investments’s Gabelli Equity Trust GAB Stock Holding History

TrueMark Investments’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	$823K	Buy	+145,438	New	+$813K	0.1%	111

Other funds holding GAB

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

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

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

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

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

TrueMark Investments's GAB Position: Q2 2026 in Review

TrueMark Investments opened a new position in Gabelli Equity Trust (GAB) in Q2 2026: 145,438 shares worth $823K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings.

52 funds tracked by Wall St. Rank hold GAB as of Q2 2026.

TrueMark Investments held 145,438 shares of Gabelli Equity Trust worth $823K as of Q2 2026.
Gabelli Equity Trust was a new TrueMark Investments position in Q2 2026.
Gabelli Equity Trust made up 0.1% of TrueMark Investments's portfolio in Q2 2026, its #111 holding.
52 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.