Winebrenner Capital Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,000
Closed -$125K 127
2024
Q4
$125K Buy
+13,000
New +$135K 0.1% 119

Other funds holding GRX

Winebrenner Capital Management's GRX Position: Q1 2025 in Review

Winebrenner Capital Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2025, closing a stake of 13,000 shares — an estimated $125K sold.

Winebrenner Capital Management first reported a position in GRX in Q4 2024 and held it in 1 quarter. The position peaked at $125K in Q4 2024. 61 funds tracked by Wall St. Rank hold GRX as of Q1 2025.

  • Winebrenner Capital Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2025 after selling out during the quarter.
  • Winebrenner Capital Management sold 13,000 Gabelli Healthcare & Wellness Trust shares in Q1 2025, an estimated $125K.
  • Winebrenner Capital Management first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2024 and held it in 1 quarter.
  • Winebrenner Capital Management's Gabelli Healthcare & Wellness Trust position peaked at $125K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2025.

Based on Winebrenner Capital Management's 13F filing for Q1 2025, filed 23 Apr 2025.