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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → GRX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC GRX Position History
The Gabelli Healthcare & Wellness Trust • Healthcare
Quarters held
5
Latest value
$217K
Q3 2026
Peak value
$420K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $408K |
| Q4 2025 | $420K |
| Q1 2026 | $207K |
| Q2 2026 | $213K |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 22.6K | — | — |
| Q2 2026 | $213K | 22.2K | — | — |
| Q1 2026 | $207K | 22.7K | — | — |
| Q4 2025 | $420K | 43.7K | — | — |
| Q3 2025 | $408K | 44.2K | — | — |