WAP
GRX

Wealthcare Advisory Partners’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Wealthcare Advisory Partners’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
Q1 		– Sell
-14,523
Closed -$140K – 1104
2025
Q4 		$140K Hold
14,523
– – ﹤0.01% 1039
2025
Q3 		$132K Sell
14,523
-3,750
-21% -$35K ﹤0.01% 992
2025
Q2 		$173K Buy
18,273
+4,815
+36% +$45.8K ﹤0.01% 938
2025
Q1 		$136K Sell
13,458
-9,525
-41% -$95.3K ﹤0.01% 879
2024
Q4 		$222K Sell
22,983
-5,588
-20% -$57.9K 0.01% 820
2024
Q3 		$313K Sell
28,571
-9,326
-25% -$98.1K 0.01% 709
2024
Q2 		$363K Sell
37,897
-41
-0.1% -$395 0.01% 618
2024
Q1 		$388K Sell
37,938
-1,250
-3% -$12.2K 0.01% 598
2023
Q4 		$366K Sell
39,188
-10,321
-21% -$88.7K 0.01% 556
2023
Q3 		$425K Sell
49,509
-1,901
-4% -$18.1K 0.02% 472
2023
Q2 		$512K Sell
51,410
-6,533
-11% -$65.3K 0.02% 443
2023
Q1 		$585K Sell
57,943
-62,097
-52% -$631K 0.03% 412
2022
Q4 		$1.23M Sell
120,040
-10,613
-8% -$107K 0.06% 240
2022
Q3 		$1.24M Buy
130,653
+889
+0.7% +$9.91K 0.07% 206
2022
Q2 		$1.39M Buy
+129,764
New +$1.5M 0.08% 162

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Wealthcare Advisory Partners's GRX Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2026, closing a stake of 14,523 shares — an estimated $140K sold.

Wealthcare Advisory Partners first reported a position in GRX in Q2 2022 and held it in 15 quarters. The position peaked at $1.39M in Q2 2022. 51 funds tracked by Wall St. Rank hold GRX as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 14,523 Gabelli Healthcare & Wellness Trust shares in Q1 2026, an estimated $140K.
  • Wealthcare Advisory Partners first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2022 and held it in 15 quarters.
  • Wealthcare Advisory Partners's Gabelli Healthcare & Wellness Trust position peaked at $1.39M in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.