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Wealth Preservation Advisors’s Gabelli Equity Trust GAB Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-1,500
Closed -$9.26K – 1089
2025
Q4 		$9.26K Hold
1,500
– – ﹤0.01% 308
2025
Q3 		$9.13K Hold
1,500
– – 0.01% 302
2025
Q2 		$8.73K Hold
1,500
– – 0.01% 300
2025
Q1 		$8.27K Buy
+1,500
New +$8.27K 0.01% 324

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Preservation Advisors's GAB Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2026, closing a stake of 1,500 shares — an estimated $9.26K sold.

Wealth Preservation Advisors first reported a position in GAB in Q1 2025 and held it in 4 quarters. The position peaked at $9.26K in Q4 2025. 205 funds tracked by Wall St. Rank hold GAB as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Gabelli Equity Trust position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,500 Gabelli Equity Trust shares in Q1 2026, an estimated $9.26K.
  • Wealth Preservation Advisors first reported a position in Gabelli Equity Trust in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Gabelli Equity Trust position peaked at $9.26K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.