49 Wealth Management »

Gabelli Equity Trust shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Gabelli Equity Trust by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $82k 14k 6.09

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
Commonwealth Equity Services
J.w. Cole Advisors
Philadelphia Trust Company
GAMCO Asset Management
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Live Oak Private Wealth
Envestnet Asset Management
Guggenheim Capital, LLC Managers
Creative Planning
Scotia Capital

View all funds holding Gabelli Equity Trust