Ownership history in Accel Wealth Management Β· 19 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in GABELLI EQUITY TRUST INC COM (GAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Accel Wealth Management underperformed the S&P 500 by β4.3% annually on this GAB position. Timing score: 50% (9/18 decisions correct). Average cost basis: $4.33. Maximum drawdown during holding period: β18.1%.
β οΈ Trailed SPY by 4.3% ann. on this position.
18 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $3.75 (2022 Q3) Β· Worst: $5.34 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 6 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.59% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size