Back to GRX
Creative Planning GRX Position History
The Gabelli Healthcare & Wellness Trust • Healthcare
Quarters held
5
Latest value
$257K
Q3 2026
Peak value
$259K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $243K |
| Q4 2025 | $259K |
| Q1 2026 | $246K |
| Q2 2026 | $255K |
| Q3 2026 | $257K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $257K | 27.0K | — | — |
| Q2 2026 | $255K | 27.0K | — | — |
| Q1 2026 | $246K | 27.1K | — | — |
| Q4 2025 | $259K | 26.9K | — | — |
| Q3 2025 | $243K | 26.8K | — | — |