Wealth Enhancement Advisory Services
GRX

Wealth Enhancement Advisory Services’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$213K Sell
22,186
-506
-2% -$4.61K ﹤0.01% 3531
2026
Q1 		$207K Sell
22,692
-21,056
-48% -$202K ﹤0.01% 3106
2025
Q4 		$420K Sell
43,748
-433
-1% -$4.07K ﹤0.01% 2619
2025
Q3 		$408K Sell
44,181
-6,587
-13% -$61.4K ﹤0.01% 2536
2025
Q2 		$489K Buy
50,768
+25,848
+104% +$246K ﹤0.01% 2245
2025
Q1 		$251K Sell
24,920
-2,607
-9% -$26.1K ﹤0.01% 2581
2024
Q4 		$265K Sell
27,527
-2,027
-7% -$21K ﹤0.01% 2479
2024
Q3 		$324K Sell
29,554
-4,703
-14% -$49.5K ﹤0.01% 2123
2024
Q2 		$328K Sell
34,257
-852
-2% -$8.21K ﹤0.01% 1919
2024
Q1 		$360K Buy
35,109
+486
+1% +$4.74K ﹤0.01% 1800
2023
Q4 		$323K Sell
34,623
-19,574
-36% -$168K ﹤0.01% 1763
2023
Q3 		$465K Buy
+54,197
New +$517K ﹤0.01% 1472

Other funds holding GRX

HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's GRX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Gabelli Healthcare & Wellness Trust (GRX) stake by 2.2% in Q2 2026, selling an estimated $4.61K and leaving 22,186 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

Wealth Enhancement Advisory Services first reported a position in GRX in Q3 2023 and has held it in 12 quarters since. The position peaked at $489K in Q2 2025. 3 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,186 shares of Gabelli Healthcare & Wellness Trust worth $213K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 506 Gabelli Healthcare & Wellness Trust shares in Q2 2026, an estimated $4.61K.
  • Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3531 holding.
  • Wealth Enhancement Advisory Services first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Gabelli Healthcare & Wellness Trust position peaked at $489K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.