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GRX
The Gabelli Healthcare & Wellness Trust• Healthcare
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
11
Partial Q3 2026
Total 13F value
$6.2M
Filed positions so far
New positions
1
This quarter
Sold positions
1
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Blue Bell Private Wealth Management, Llc | $3.4M | 361.8K | 0.41% | +10.4% |
Aviance Capital Partners, Llc | $1.6M | 172.8K | 0.17% | +0.8% |
Creative Planning | $257K | 27.0K | 0.00% | +0.0% |
Alessandra Capital Management, Llc | $220K | 23.1K | 0.15% | Unchanged |
Wealth Enhancement Advisory Services, Llc | $217K | 22.6K | 0.00% | +1.7% |
International Assets Investment Management, Llc | $198K | 23.5K | 0.01% | +23.7% |
Commonwealth Equity Services, Llc | $139K | 14.6K | 0.00% | +0.0% |
Trust Point Inc. | $95K | 10.0K | 0.01% | New Position |
Td Waterhouse Canada Inc. | $2K | 160 | 0.00% | Unchanged |
Hilltop National Bank | $951 | 100 | 0.00% | Unchanged |
Key Financial Inc | $48 | 5 | 0.00% | Unchanged |