Trust Point Inc’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Trust Point Inc’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$95.1K	Buy	+10,000	New	+$97.8K	0.01%	512

Other funds holding GRX

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Trust Point Inc's GRX Position: Q3 2026 in Review

Trust Point Inc opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q3 2026: 10,000 shares worth $95.1K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings.

20 funds tracked by Wall St. Rank hold GRX as of Q3 2026.

Trust Point Inc held 10,000 shares of Gabelli Healthcare & Wellness Trust worth $95.1K as of Q3 2026.
Gabelli Healthcare & Wellness Trust was a new Trust Point Inc position in Q3 2026.
Gabelli Healthcare & Wellness Trust made up 0.01% of Trust Point Inc's portfolio in Q3 2026, its #512 holding.
20 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.