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Gabelli mutual funds - shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Gabelli mutual funds -

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Gabelli mutual funds - by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 70k 15.02

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
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NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
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Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Gabelli mutual funds -

Morgan Stanley
Private Management Group
Blue Bell Private Wealth Management
180 Wealth Advisors
Advisor Group Holdings
GatePass Capital
Bank of America Corporation
Gabelli Securities
UBS Group
Raymond James Financial
Evolve Private Wealth
Capstone Investment Advisors
LPL Financial
Beckerman Institutional
Wells Fargo & Company

View all funds holding Gabelli mutual funds -