WAM
GRX

Wolverine Asset Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Wolverine Asset Management’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 		– Sell
-323
Closed -$2.92K – 1753
2026
Q1 		$2.92K Buy
+323
New +$3.1K ﹤0.01% 1528
2025
Q4 		– Sell
-23,802
Closed -$216K – 1746
2025
Q3 		$216K Buy
+23,802
New +$222K ﹤0.01% 1011
2025
Q2 		– Sell
-7,782
Closed -$78.4K – 1679
2025
Q1 		$78.4K Buy
+7,782
New +$77.9K ﹤0.01% 1122
2024
Q2 		– Sell
-180,190
Closed -$1.85M – 1698
2024
Q1 		$1.85M Buy
180,190
+12,666
+8% +$124K 0.02% 513
2023
Q4 		$1.56M Buy
167,524
+34,019
+25% +$292K 0.01% 587
2023
Q3 		$1.15M Buy
133,505
+6,652
+5% +$63.5K 0.01% 690
2023
Q2 		$1.26M Buy
126,853
+24,359
+24% +$243K 0.02% 626
2023
Q1 		$1.03M Buy
102,494
+63,372
+162% +$644K 0.01% 682
2022
Q4 		$402K Buy
39,122
+31,843
+437% +$320K ﹤0.01% 1005
2022
Q3 		$69K Sell
7,279
-6,849
-48% -$76.4K ﹤0.01% 1518
2022
Q2 		$151K Buy
+14,128
New +$164K ﹤0.01% 1275
2022
Q1 		– Sell
-97,102
Closed -$1.32M – 2239
2021
Q4 		$1.32M Sell
97,102
-11,746
-11% -$156K 0.01% 693
2021
Q3 		$1.44M Buy
108,848
+17,304
+19% +$234K 0.01% 597
2021
Q2 		$1.24M Buy
91,544
+60,490
+195% +$795K 0.01% 562
2021
Q1 		$386K Buy
31,054
+12,619
+68% +$155K ﹤0.01% 999
2020
Q4 		$220K Sell
18,435
-84,555
-82% -$937K ﹤0.01% 1066
2020
Q3 		$1.06M Buy
+102,990
New +$1.08M 0.01% 548
2020
Q2 		– Sell
-9,910
Closed -$85K – 1624
2020
Q1 		$85K Sell
9,910
-37,526
-79% -$397K ﹤0.01% 1079
2019
Q4 		$546K Buy
47,436
+18,989
+67% +$205K 0.01% 762
2019
Q3 		$296K Buy
+28,447
New +$299K ﹤0.01% 904
2015
Q1 		– Sell
-19,878
Closed -$207K – 1973
2014
Q4 		$207K Sell
19,878
-33,725
-63% -$344K ﹤0.01% 946
2014
Q3 		$531K Buy
+53,603
New +$542K 0.01% 680

Other funds holding GRX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wolverine Asset Management's GRX Position: Q2 2026 in Review

Wolverine Asset Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2026, closing a stake of 323 shares — an estimated $2.92K sold.

Wolverine Asset Management first reported a position in GRX in Q3 2014 and held it in 22 quarters. The position peaked at $1.85M in Q1 2024. 51 funds tracked by Wall St. Rank hold GRX as of Q2 2026.

  • Wolverine Asset Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 323 Gabelli Healthcare & Wellness Trust shares in Q2 2026, an estimated $2.92K.
  • Wolverine Asset Management first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2014 and held it in 22 quarters.
  • Wolverine Asset Management's Gabelli Healthcare & Wellness Trust position peaked at $1.85M in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.