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Gabelli Equity Trust shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli Equity Trust by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $36k 6.9k 5.20
2024-03-31 $38k 6.9k 5.52

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Microsoft Corp Stock (MSFT)
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Walmart Stock (WMT)
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Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

Top funds holding Gabelli Equity Trust

LPL Financial
Morgan Stanley
International Assets Investment Management
Commonwealth Equity Services
Philadelphia Trust Company
Cohen & Steers Capital Management
GAMCO Asset Management
Bank of America Corporation
Shaker Financial Services
Royal Bank of Canada
Live Oak Private Wealth
Cetera Investment Advisers
Scotia Capital
Wells Fargo & Company
Creative Planning

View all funds holding Gabelli Equity Trust