GRX
Gabelli Healthcare & WellnessRx TrustMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q1 2026 | Q2 2026 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Gabelli Healthcare & WellnessRx Trust. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jan 14, 2026 — the most recent Form 4 on file — not from today.
- Form 40001185533-26-000006Jan 14, 2026
- Form 40001185533-26-000004Jan 12, 2026
- Form 40001185533-26-000001Jan 2, 2026
- Form 40001185533-25-000016Dec 30, 2025
- Form 40001510281-25-000628Dec 18, 2025
- Form 40001185533-25-000010Dec 4, 2025
- Form 40001247238-25-000008Dec 2, 2025
- Form 40001510281-25-000595Nov 26, 2025
- Form 40001185533-25-000007Nov 5, 2025
- Form 40001510281-25-000529Oct 27, 2025
- Form 40001510281-25-000523Oct 23, 2025
- Form 40001510281-25-000517Oct 20, 2025
- Form 40001510281-25-000482Sep 15, 2025
- Form 40001510281-25-000432Aug 26, 2025
- Form 40001510281-25-000429Aug 25, 2025
Fundamentals
XBRL · Gabelli Healthcare & WellnessRx TrustNot enough XBRL history to plot. Gabelli Healthcare & WellnessRx Trusthasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Gabelli Healthcare & WellnessRx Trust — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 7, 2026
- DEF 14ATHE GABELLI HEALTHCARE & WELLNESS TRUST (GRX) - DEF 14AMar 19, 2026
- DEF 14ATHE GABELLI HEALTHCARE & WELLNESS TRUST (GRX) - DEF 14AMar 20, 2025
- SC 13D/AFORM SC 13D/AAug 9, 2024
- SC 13DFORM SC 13DJul 10, 2024
- DEF 14ATHE GABELLI HEALTHCARE & WELLNESS TRUST (GRX) - DEF 14AMar 22, 2024
- SC 13GFORM SC 13GMar 12, 2024
- SC 13D/A5%+ ownership (amended)Mar 4, 2024
- SC 13D/A5%+ ownership (amended)Jan 8, 2024
- DEF 14ATHE GABELLI HEALTHCARE & WELLNESS TRUST (GRX) - DEF 14AApr 5, 2023
- SC 13G/A5%+ ownership (amended)Feb 9, 2023
- SC 13G5%+ ownership (passive)Feb 9, 2023
- SC 13D/A5%+ ownership (amended)Feb 7, 2023
- DEF 14AProxy statementMar 24, 2022
- SC 13G5%+ ownership (passive)Oct 26, 2021
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.