VFA
GAB icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valeo Financial Advisors's GAB Position: Q3 2025 in Review

Valeo Financial Advisors sold out of Gabelli Equity Trust (GAB) in Q3 2025, closing a stake of 29,319 shares — an estimated $171K sold.

Valeo Financial Advisors first reported a position in GAB in Q4 2023 and held it in 7 quarters. The position peaked at $231K in Q3 2024. 182 funds tracked by Wall St. Rank hold GAB as of Q3 2025.

  • Valeo Financial Advisors reported no remaining Gabelli Equity Trust position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 29,319 Gabelli Equity Trust shares in Q3 2025, an estimated $171K.
  • Valeo Financial Advisors first reported a position in Gabelli Equity Trust in Q4 2023 and held it in 7 quarters.
  • Valeo Financial Advisors's Gabelli Equity Trust position peaked at $231K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.