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Gabelli Equity Trust shares owned by Beaird Harris Wealth Management

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

Historical chart of Beaird Harris Wealth Management investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Equity Trust by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 3.9k 6.09
2025-06-30 $23k 3.9k 5.82

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Beaird Harris Wealth Management

Top funds holding Gabelli Equity Trust

LPL Financial
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
International Assets Investment Management

View all funds holding Gabelli Equity Trust