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.
Q2 2026 vs. Q1 2026
How the institutions holding Gabelli Healthcare & WellnessRx Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 51 | 1 | 51 | +1 |
| Shares | 5.95M | 850 | 5.88M | −61.8K (−1.0%) |
| Value | $53.8M | $7.69K | $55.6M | +$1.79M (+3.3%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atlas Wealth LLC | 61,294 | $579.2K | 0.08% |
| Citadel Advisors LLC | 13,897 | $131.3K | 0.00% |
| XTX Topco Ltd | 10,031 | $94.8K | 0.00% |
| Brown Brothers Harriman & Co | 1,167 | $11.0K | 0.00% |
| Northwestern Mutual Wealth Management Co | 208 | $1.97K | 0.00% |
| Jones Financial Companies LLLP | 78 | $727 | 0.00% |
| Harbour Investments, Inc. | 22 | $208 | 0.00% |
| Continuum Advisory, LLC | 2 | $16 | 0.00% |
Sold out (7)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Absolute Investment Advisers LLC | 20,713 | $187.5K |
| Private Advisor Group, LLC | 19,888 | $180.0K |
| Quarry LP | 12,863 | $116.4K |
| Golden State Wealth Management, LLC | 1,811 | $16.4K |
| Advisory Services Network, LLC | 841 | $7.61K |
| Wolverine Asset Management LLC | 323 | $2.92K |
| The PNC Financial Services Group, Inc. | 99 | $896 |
Not filed for Q2 2026 yet (1)
Institutions that held Gabelli Healthcare & WellnessRx Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 850 | $7.69K |