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Gabelli Equity Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 11k 6.17

More positions owned by Summit Wealth Group Llc / Co

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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

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
Cambridge Investment Research Advisors
Royal Bank of Canada
Live Oak Private Wealth
Scotia Capital
Kestra Advisory Services
Guggenheim Capital, LLC Managers
Accel Wealth Management

View all funds holding Gabelli Equity Trust