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Gabelli mutual funds - shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Gabelli mutual funds - (GGZ) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Gabelli mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Gabelli mutual funds - held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli mutual funds - by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 91k 12.41
2024-06-30 $921k 82k 11.29
2024-03-31 $906k 75k 12.02
2023-12-31 $859k 73k 11.73
2023-09-30 $788k 76k 10.36
2023-06-30 $898k 75k 11.98
2023-03-31 $852k 73k 11.64
2022-12-31 $835k 74k 11.22
2022-09-30 $729k 77k 9.53
2022-06-30 $812k 74k 11.05
2022-03-31 $1.1M 76k 13.98
2021-12-31 $1.2M 73k 15.89
2021-09-30 $1.2M 74k 15.94
2021-06-30 $1.2M 73k 16.01
2021-03-31 $1.1M 77k 14.59
2020-12-31 $910k 70k 13.06
2020-09-30 $731k 72k 10.09
2020-06-30 $660k 74k 8.91
2020-03-31 $588k 81k 7.27
2019-12-31 $1.1M 93k 11.84
2019-09-30 $1.0M 91k 11.13
2019-06-30 $1.1M 96k 11.61
2019-03-31 $1.2M 105k 11.77
2018-12-31 $1.1M 115k 9.78
2018-09-30 $1.3M 109k 12.20
2018-06-30 $1.3M 111k 12.12
2018-03-31 $1.3M 113k 11.96
2017-12-31 $1.2M 98k 12.73
2017-09-30 $697k 53k 13.23
2017-06-30 $649k 53k 12.36
2017-03-31 $573k 50k 11.40
2016-12-31 $567k 53k 10.62
2016-09-30 $512k 47k 10.81
2016-06-30 $478k 46k 10.39
2016-03-31 $427k 40k 10.57
2015-12-31 $469k 45k 10.40
2015-09-30 $361k 36k 9.91
2015-06-30 $422k 40k 10.66
2015-03-31 $272k 26k 10.56
2014-12-31 $252k 24k 10.42
2014-09-30 $99k 9.7k 10.22
2014-06-30 $67k 6.3k 10.71

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Vanguard Total Stock Market Etf Etf (VTI)
Royce Small Cap Trust Cef (RVT)
Central Secs Corp Cef (CET)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
High Income Secs Fd Shs Ben Int Cef (PCF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Gabelli mutual funds -

Atlas Wealth
Morgan Stanley
Private Management Group
Bank of America Corporation
Blue Bell Private Wealth Management
180 Wealth Advisors
Sanctuary Advisors
Stephens
Wells Fargo & Company
Shaker Financial Services
CSS
Advisor Group Holdings
GAMCO Asset Management
Wolverine Asset Management
International Assets Investment Management

View all funds holding Gabelli mutual funds -