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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
2024-03-31 $38k 6.9k 5.52

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Gabelli Equity Trust

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

View all funds holding Gabelli Equity Trust