Skip to main content
Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

GAB holding history

Gabelli Equity Trust Inc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GAB overviewAll 13F holders of GABFull Q2 2026 holdings

Shares (Q2 2026)
227,710
Value
$1.29M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GAB by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026227,710$1.29M0.1%00.0%UnchangedHolders
Q1 2026227,710$1.28M0.1%−17,128−7.0%ReducedHolders
Q4 2025244,838$1.51M0.1%00.0%UnchangedHolders
Q3 2025244,838$1.49M0.1%00.0%UnchangedHolders
Q2 2025244,838$1.42M0.1%00.0%UnchangedHolders
Q1 2025244,838$1.35M0.1%00.0%UnchangedHolders
Q4 2024244,838$1.32M0.1%00.0%UnchangedHolders
Q3 2024244,838$1.34M0.1%−229,326−48.4%ReducedHolders
Q2 2024474,164$2.47M0.3%+9,855+2.1%AddedHolders
Q1 2024464,309$2.56M0.3%00.0%UnchangedHolders
Q4 2023464,309$2.36M0.3%00.0%UnchangedHolders
Q3 2023464,309$2.38M0.3%00.0%UnchangedHolders
Q2 2023464,309$2.69M0.3%00.0%UnchangedHolders
Q1 2023464,309$2.67M0.3%−6,940−1.5%ReducedHolders
Q4 2022471,249$2.58M0.4%+119,628+34.0%AddedHolders
Q3 2022351,621$1.93M0.3%00.0%UnchangedHolders
Q2 2022351,621$2.15M0.3%−334−0.1%ReducedHolders
Q1 2022351,955$2.44M0.3%00.0%UnchangedHolders
Q4 2021351,955$2.53M0.3%+115,815+49.0%AddedHolders
Q3 2021236,140$1.57M0.2%00.0%UnchangedHolders
Q2 2021236,140$1.63M0.2%00.0%UnchangedHolders
Q1 2021236,140$1.61M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.