$GRX

$10.00 +$0.04 (0.4%) Close

$GRX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 14.5M shares outstanding

Who owns GRX?

By type of holder

Institutions 40.4% Insiders 44.9% Everyone else 14.8%

Concentration Top 10 holders own 72.1%

Associated Capital Group, Inc. 16.5% · Boaz R. Weinstein 14.8%

Institutional ownership

40.4%

-0.5 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

−76.6K

by institutions in Q2 2026

New / sold out

8 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +61.3K
Blue Bell Private Wealth Management, LLC +18.8K

Biggest sellers in Q2 2026

UBS Group AG −38.1K
Raymond James Financial Inc −21.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Gabelli Healthcare & WellnessRx Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Gabelli Healthcare & WellnessRx Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years26% 3–5 years6% 1–3 years61% Under 1 year7%

Quarterly turnover

3.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting GRX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SC Saba Capital Management, L.P. 13D · 14.3%	2.1M	14.57%	Unchanged	2023	0.5%
Shares held by quarter Peak holding2.1M (Q4'25) Change over 8 quarters+271.3K Share of the company14.570% Disclosed stake13D · 14.3% Saba Capital Management, L.P.'s full portfolio →
SI Sit Investment Associates Inc	1.2M	8.24%	Unchanged	2024	0.2%
Shares held by quarter Peak holding1.2M (Q1'26) Change over 8 quarters+998.1K Share of the company8.240% Sit Investment Associates Inc's full portfolio →

Saba Capital Management, L.P.

13D · 14.3%

2.1M

% of company

14.57%

Change vs last qtr

Unchanged

Held since

2023

Sit Investment Associates Inc

1.2M

% of company

8.24%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Gabelli Healthcare & WellnessRx Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting GRX on Form N-PORT; together they hold 2.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Saba Closed-End Funds ETF Exchange Listed Funds Trust	$2.35M	260.8K	1.79%	0.56%	May 31, 2026
SC Saba Capital Income & Opportunities Fund II Saba Capital Income & Opportunities Fund II	$233K	23.9K	0.16%	0.09%	July 31, 2026

Saba Closed-End Funds ETF

Exchange Listed Funds Trust

Position value

$2.35M

% of company

1.79%

% of the fund

0.56%

As of

May 31, 2026

Saba Capital Income & Opportunities Fund II

Position value

$233K

% of company

0.16%

% of the fund

0.09%

As of

July 31, 2026

2 more funds behind a free account

See every fund holding Gabelli Healthcare & WellnessRx Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AC Associated Capital Group, Inc. 5%+ holder 13D · 33.9%	2.4M	16.51%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company16.510% Disclosed stake13D · 33.9% View the 13D/G filing →
BR Boaz R. Weinstein 5%+ holder 13D · 14.3%	2.2M	14.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company14.820% Disclosed stake13D · 14.3% View the 13D/G filing →

Associated Capital Group, Inc.

5%+ holder13D · 33.9%

2.4M

% of company

16.51%

Change vs last qtr

—

Held since

—

Boaz R. Weinstein

5%+ holder13D · 14.3%

2.2M

% of company

14.82%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Gabelli Healthcare & WellnessRx Trust.

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