Position in GAB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$358,640
+$152,857 QoQ
Shares Held
63,364
+72.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#79
of 223 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Core Wealth Advisors, Inc. holds $1,513,731 across 4 Asset Management names. GAB ranks #4 (23.7% of the industry book) .
All Filings in GAB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,640 | 63,364 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $205,783 | 36,747 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||