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Gabelli Healthcare & WellnessRx Trust

GRX
Exchange
NYSE
SEC CIK
0001391437

In the last 90 days, Gabelli Healthcare & WellnessRx Trust insiders filed 9 open-market purchases and 0 sales; 51 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of GRX: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders5453−1
Shares5.65M5.93M+282.6K (+5.0%)
Value$51.2M$57.1M+$5.87M (+11.5%)

New holders (6)

Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to GRX in Q4 2025
InstitutionSharesValue% of portfolio
Evolve Private Wealth, LLC178,787$1.72M0.10%
Wiley Bros.-Aintree Capital, LLC118,714$1.14M0.01%
Citadel Advisors LLC20,974$202.0K0.00%
Closed-End Fund Advisors, Inc.11,744$113.1K0.07%
International Assets Investment Management, LLC8,009$77.1K0.01%
Rockefeller Capital Management L.P.1,017$9.80K0.00%

Sold out (7)

Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of GRX in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
CSS LLC52,671$477.7K
Wolverine Asset Management LLC23,802$215.9K
Susquehanna International Group, LLP12,040$109.2K
Steward Partners Investment Advisory, LLC2,350$21.3K
Community Bank, N.A.1,000$9.07K
Advisory Services Network, LLC871$7.90K
Principal Securities, Inc.50$454