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Valeo Financial Advisors’s Gabelli Equity Trust GAB Stock Holding History

Valeo Financial Advisors’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
Q3 		$52.6K Buy
+10,041
New +$56.3K ﹤0.01% 828
2025
Q3 		– Sell
-29,319
Closed -$171K – 850
2025
Q2 		$171K Sell
29,319
-3,130
-10% -$17.4K ﹤0.01% 725
2025
Q1 		$179K Buy
32,449
+208
+0.6% +$1.15K 0.01% 646
2024
Q4 		$173K Sell
32,241
-9,791
-23% -$54.2K ﹤0.01% 673
2024
Q3 		$231K Buy
42,032
+10,835
+35% +$58.5K 0.01% 613
2024
Q2 		$162K Hold
31,197
– – 0.01% 618
2024
Q1 		$166K Buy
31,197
+16,497
+112% +$87.3K 0.01% 615
2023
Q4 		$74.7K Buy
+14,700
New +$73.6K ﹤0.01% 618

Other funds holding GAB

SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's GAB Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Gabelli Equity Trust (GAB) in Q3 2026: 10,041 shares worth $52.6K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in GAB as recently as Q2 2025.

Valeo Financial Advisors first reported a position in GAB in Q4 2023 and has held it in 8 quarters since. The position peaked at $231K in Q3 2024. 8 funds tracked by Wall St. Rank hold GAB as of Q3 2026.

  • Valeo Financial Advisors held 10,041 shares of Gabelli Equity Trust worth $52.6K as of Q3 2026.
  • Gabelli Equity Trust was a new Valeo Financial Advisors position in Q3 2026.
  • Gabelli Equity Trust made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #828 holding.
  • Valeo Financial Advisors first reported a position in Gabelli Equity Trust in Q4 2023 and has held it in 8 quarters since.
  • Valeo Financial Advisors's Gabelli Equity Trust position peaked at $231K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.