GRX on NYSE

Gabelli Healthcare & WellnessRx Trust

Investment fund that raised $65.3 million in 2023 (SEC Form D). Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerGRX on NYSE²
HeadquartersRye, United States²
Incorporated inDE³
Business addressOne Corporate Center, Rye, Ny 10580-1422³
Legal formBusiness Trust²
Kind of organizationInvestment fund²
LEI549300XULWZNLHFTG832²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withDivision of Corporations, Department of State, 4304376²

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Leadership

Who has led Gabelli Healthcare & WellnessRx Trust, and when. Pick a name to see everywhere that person has worked.

President

2010201520202025

PresidentBruce N. Alpert Aug 24, 2010 to Dec 28, 2020⁴
PresidentAgnes Mullady Jun 19, 2007 to Jun 19, 2007⁵

Board members and other officers (19)

SecretaryJ. Christopher Jackson Aug 17, 2026 to now⁶
SecretaryPeter D. Goldstein Aug 26, 2020 to Aug 26, 2020⁷
TreasurerJoseph H. Egan Jun 22, 2015 to Jun 22, 2015⁸
SecretaryBruce N. Alpert Apr 25, 2011 to Sep 30, 2013⁹
SecretaryJames E. McKee Jun 19, 2007 to Jan 22, 2008¹⁰
Chief Investment OfficerMario Gabelli Jun 21, 2007 to Jun 21, 2007¹¹
Board memberAgnes Mullady Feb 18, 2022 to Feb 18, 2022¹²
Board memberLeslie Fahrenkopf Foley Mar 31, 2021 to Mar 31, 2021¹³
Board memberCalgary Avansino Apr 5, 2021 to Apr 5, 2021¹⁴
Board memberJeffrey J. Jonas Jr. Mar 1, 2016 to Jan 20, 2023¹⁵
Board memberKuni Nakamura Aug 23, 2012 to Nov 8, 2017¹⁶
Board memberAnthonie C. Vanekris Jun 21, 2007 to now¹⁷
Board memberAnthony J. Colavita Jun 21, 2007 to Jul 21, 2014¹⁸
Board memberJames P. Conn Jun 21, 2007 to Nov 19, 2019¹⁹
Board memberMario Gabelli Jun 21, 2007 to now¹¹
Board memberRobert Kolodny Jun 21, 2007 to Jul 21, 2014²⁰
Board memberSalvatore J. Zizza Jun 21, 2007 to Dec 31, 2018²¹
Board memberThomas E. Bratter Jun 21, 2007 to Apr 27, 2011²²
Board memberVincent D. Enright Jun 22, 2007 to Jun 22, 2007²³

Named in SEC Form D filings

People the company listed in its private-offering notices.

Vice PresidentAdam E. Tokar named Oct 15, 2021 to Jan 24, 2024²⁴
Vice President and OmbudsmanBethany A. Uhlein named Oct 15, 2021 to Jan 24, 2024²⁴
Vice PresidentDavid I. Schachter named Oct 15, 2021 to Jan 24, 2024²⁴
President, Treasurer and Principal Financial and Accounting OfficerJohn C. Ball named Oct 15, 2021 to Jan 24, 2024²⁴
Chief Compliance OfficerRichard J. Walz named Oct 15, 2021 to Jan 24, 2024²⁴
TrusteeAnthonie C. van Ekris named Oct 15, 2021 to Jan 24, 2024²⁴

Former names

Gabelli Global Healthcare & WellnessRx TrustFeb 28, 2007 to Apr 16, 2007³

Timeline

Feb 20, 2007Founded Gabelli Healthcare & WellnessRx Trust is founded²

Filings

174 filings to the SEC since October 2021: 1 major events, 95 insider forms, 18 large holders, 3 private raises, 57 other. The latest 20:

The 174 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

105 open-market trades by officers, directors and large owners since October 2021: 94 buys and 11 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Sep 11, 2026	Saba Capital Management, L.P.10% owner	Buy	400	$9.71	$3.9K	Form 4
Sep 3, 2026	Saba Capital Management, L.P.10% owner	Buy	500	$10.08	$5.0K	Form 4
Aug 27, 2026	Saba Capital Management, L.P.10% owner	Buy	4,340	$10.05	$43.6K	Form 4
Aug 21, 2026	Saba Capital Management, L.P.10% owner	Buy	7,087	$10.13	$71.8K	Form 4
Aug 19, 2026	Saba Capital Management, L.P.10% owner	Buy	24,102	$10.13	$244.2K	Form 4
Aug 14, 2026	Saba Capital Management, L.P.10% owner	Buy	1,203	$9.86	$11.9K	Form 4
Aug 11, 2026	Saba Capital Management, L.P.10% owner	Buy	200	$9.93	$2.0K	Form 4
Jan 12, 2026	GABELLI MARIO JDirector	Buy	4,810	$9.58	$46.1K	Form 4
Jan 8, 2026	GABELLI MARIO JDirector	Buy	990	$9.58	$9.5K	Form 4
Dec 26, 2025	GABELLI MARIO JDirector	Buy	1,800,000	$10.00	$18.0M	Form 4
Dec 26, 2025	GABELLI MARIO JDirector	Buy	100,000	$10.00	$1.0M	Form 4
Dec 17, 2025	Saba Capital Management, L.P.10% owner	Buy	4,084	$9.36	$38.2K	Form 4
Dec 16, 2025	Saba Capital Management, L.P.10% owner	Buy	11,312	$9.37	$106.0K	Form 4
Dec 3, 2025	GABELLI MARIO JDirector	Buy	2,500	$9.69	$24.2K	Form 4
Nov 25, 2025	Saba Capital Management, L.P.10% owner	Buy	14,451	$9.62	$139.0K	Form 4
Oct 30, 2025	GABELLI MARIO JDirector	Buy	1,800,000	$10.18	$18.3M	Form 4
Oct 23, 2025	Saba Capital Management, L.P.10% owner	Buy	20,808	$9.28	$193.1K	Form 4
Oct 22, 2025	Saba Capital Management, L.P.10% owner	Buy	1,053	$9.31	$9.8K	Form 4
Oct 21, 2025	Saba Capital Management, L.P.10% owner	Buy	6,122	$9.29	$56.9K	Form 4
Oct 17, 2025	Saba Capital Management, L.P.10% owner	Buy	5,816	$9.20	$53.5K	Form 4

All 105 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Saba Capital Management, L.P.SCHEDULE 13D/A, 6 filings Mar 12, 2024 to Aug 28, 2026²⁵
GAMCO InvestorsSCHEDULE 13D/A, 8 filings Oct 26, 2021 to Dec 29, 2025²⁶
SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G, 1 filing Oct 2, 2025²⁷
MJG 1999 DESCENDANTS TRUSTSC 13G/A, 1 filing Feb 9, 2023²⁸
Regina M. PitaroSC 13G, 2 filings Oct 26, 2021 to Feb 9, 2023²⁹

Money raised

Private offerings the company reported to the SEC on Form D.

Jan 18, 2023Raised $25.3 million in a private offering of equity Form D: $36.7 million offered in all Form D
Oct 15, 2021Raised $40 million in a private offering of equity Form D: 41 investors so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 51. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Saba Capital Management, L.P.	2,118,201	$20.0M	0.6%	No change
Gamco Investors, Inc. Et Al	346,026	$3.3M	0.0%	No change
Blue Bell Private Wealth Management, LLC	327,658	$3.1M	0.4%	+18,759
LPL Financial LLC	259,281	$2.5M	0.0%	−18,946
Wells Fargo & Company/mn	253,218	$2.4M	0.0%	−5,442
Morgan Stanley	228,713	$2.2M	0.0%	+17,962
Evolve Private Wealth, LLC	176,625	$1.7M	0.1%	−1,957
Aviance Capital Partners, LLC	171,442	$1.6M	0.2%	+117
Stephens Inc /ar/	118,349	$1.1M	0.0%	−2,343
Capstone Investment Advisors, LLC	99,441	$939.7K	0.0%	No change
&partners	93,507	$881.9K	0.0%	−11,029
Uhlmann Price Securities, LLC	77,700	$734.3K	0.0%	+16,110
NewEdge Advisors, LLC	66,589	$629.3K	0.0%	−745
Atlas Wealth LLC	61,294	$579.2K	0.1%	New
Creative Planning	27,005	$255.2K	0.0%	−140
Beacon Pointe Advisors, LLC	24,055	$227.3K	0.0%	−8,560
Alessandra Capital Management, LLC	23,087	$218.2K	0.2%	−6,600
Wealth Enhancement Advisory Services, LLC	22,186	$213.0K	0.0%	−506
Waverly Advisors, LLC	20,290	$191.7K	0.0%	−7,485
UBS Group AG	19,116	$180.6K	0.0%	−38,073
Commonwealth Equity Services, LLC	14,563	$137.6K	0.0%	+2
Susquehanna International Group, Llp	13,947	$131.8K	0.0%	−4,620
Citadel Advisors LLC	13,897	$131.3K	0.0%	New
Raymond James Financial Inc	13,148	$124.2K	0.0%	−20,971
Closed-End Fund Advisors, Inc.	11,269	$106.5K	0.1%	−475

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARGabelli Healthcare & WellnessRx Trust filings on SEC EDGAR
2
GLEIFGabelli Healthcare & WellnessRx Trust LEI record (549300XULWZNLHFTG832)
3
SEC EDGARGabelli Healthcare & WellnessRx Trust filings on SEC EDGAR
4
SEC EDGARBruce N. Alpert, President
5
SEC EDGARAgnes Mullady, President
6
SEC EDGARJ. Christopher Jackson, Secretary
7
SEC EDGARPeter D. Goldstein, Secretary
8
SEC EDGARJoseph H. Egan, Treasurer
9
SEC EDGARBruce N. Alpert, Secretary
10
SEC EDGARJames E. McKee, Secretary
11
SEC EDGARMario Gabelli, Chief Investment Officer
12
SEC EDGARAgnes Mullady, Board member
13
SEC EDGARLeslie Fahrenkopf Foley, Board member
14
SEC EDGARCalgary Avansino, Board member
15
SEC EDGARJeffrey J. Jonas Jr., Board member
16
SEC EDGARKuni Nakamura, Board member
17
SEC EDGARAnthonie C. Vanekris, Board member
18
SEC EDGARAnthony J. Colavita, Board member
19
SEC EDGARJames P. Conn, Board member
20
SEC EDGARRobert Kolodny, Board member
21
SEC EDGARSalvatore J. Zizza, Board member
22
SEC EDGARThomas E. Bratter, Board member
23
SEC EDGARVincent D. Enright, Board member
24
SEC EDGARGabelli Healthcare & WellnessRx Trust Form D naming Adam E. Tokar
25
SEC EDGARSaba Capital Management, L.P. SCHEDULE 13D/A on Gabelli Healthcare & WellnessRx Trust
26
SEC EDGARGAMCO Investors SCHEDULE 13D/A on Gabelli Healthcare & WellnessRx Trust
27
SEC EDGARSIT INVESTMENT ASSOCIATES INC SCHEDULE 13G on Gabelli Healthcare & WellnessRx Trust
28
SEC EDGARMJG 1999 DESCENDANTS TRUST SC 13G/A on Gabelli Healthcare & WellnessRx Trust
29
SEC EDGARRegina M. Pitaro SC 13G on Gabelli Healthcare & WellnessRx Trust