Welcome to our dedicated page for Gabelli Health & Wellness SEC filings (Ticker: GRX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Gabelli Healthcare & WellnessRx Trust (NYSE: GRX) is a diversified, closed-end management investment company focused on healthcare and wellness sectors, with a primary objective of long-term capital growth. Although specific SEC documents are not listed here, a fund of this type typically files detailed reports that describe its portfolio, capital structure, and distribution practices.
On this page, GRX regulatory materials can be paired with AI-powered summaries that help explain the content and implications of lengthy filings. For a closed-end fund, key documents often include annual reports on Form 10-K and quarterly reports on Form 10-Q, which discuss investment objectives, sector exposures, risk factors, and financial statements. These filings also describe how the Fund’s distribution policy operates within the regulated investment company framework.
Investors interested in capital structure details may look to filings that discuss the issuance and redemption of cumulative preferred shares, including terms such as dividend rates, liquidation preferences, non-call periods, and mandatory redemption provisions. Filings can also provide more context on how proceeds from preferred offerings are used and how they relate to the Fund’s investment objectives.
For those tracking insider and governance information, SEC materials may include data on the Board of Trustees, management arrangements with Gabelli Funds, LLC, and other governance disclosures. Proxy materials can address topics such as advisory agreements and board oversight.
By combining real-time updates from EDGAR with AI-generated explanations, this page aims to make GRX’s regulatory history easier to review. Users can quickly identify the sections of each filing that relate to distributions, portfolio composition, preferred shares, and other structural features of The Gabelli Healthcare & WellnessRx Trust.
Gabelli Healthcare & WellnessRx Trust reported insider activity involving entities associated with Mario J. Gabelli. On January 12, 2026, GGCP, Inc. purchased 3,800 common shares at
The form also lists 239,425 common shares held directly, plus indirect holdings of 6,380 shares through GPJ Retirement Partners and 3,000 shares in trust accounts. Mario J. Gabelli is a director of the trust and a control person of its adviser, and the disclosure states he disclaims beneficial ownership of shares held by these entities in excess of his indirect pecuniary interest.
Gabelli Healthcare & WellnessRx Trust reported an insider transaction linked to Mario J. Gabelli, a director and control person of the adviser. On January 8, 2026, Associated Capital Group, Inc., an entity associated with him, purchased 990 common shares at $9.58 per share, bringing its reported indirect position to 8,990 shares.
Following this update, Mario J. Gabelli is reported as beneficially owning 239,425 common shares directly, and additional indirect holdings of 312,226 shares through GGCP, Inc., 6,380 shares through GPJ Retirement Partners, LLC, and 3,000 shares through a trust account, with footnotes stating he disclaims beneficial ownership beyond his indirect pecuniary interest in these entities.
Mario J. Gabelli, a director, 10% owner and control person of the adviser to Gabelli Healthcare & WellnessRx Trust, reported multiple transactions in the trust’s Series E Cumulative Preferred Shares dated 12/26/2025. The filing shows open-market or similar purchases of 1,000,000 Series E shares at
The report also discloses a disposition of 200,000 Series E shares at
Mario J. Gabelli reported insider transactions in Gabelli Healthcare & WellnessRx Trust Series G Cumulative Preferred Shares. On 12/26/2025, affiliates recorded a purchase of 100,000 Series G shares at $10 per share through GAMCO Investors, Inc., bringing GAMCO’s indirectly held amount to 500,000 shares. On the same date, 500,000 Series G shares were surrendered at $10 per share by Associated Capital Group, Inc. in connection with a right to put up to 100% of the outstanding Series G preferred shares to the fund, after which AC was shown with 1,500,000 shares. The filing notes Gabelli is a director, 10% owner, and control person of the adviser, and that he disclaims beneficial ownership beyond his indirect pecuniary interest in both GAMCO and AC holdings.
Gabelli-affiliated investors report a large stake in Gabelli Healthcare & WellnessRx Trust’s preferred shares. The reporting group discloses beneficial ownership of 5,500,000 preferred shares, representing 77.77% of the 7,072,014 preferred shares outstanding. Key holders include Associated Capital Group, Inc. with 2,400,000 shares (33.94%), Mario Gabelli with 1,200,000 shares (16.97%), Gabelli Foundation with 1,000,000 shares (14.14%), GAMCO Investors, Inc. with 500,000 shares (7.07%), GGCP, Inc. with 200,000 shares (2.83%), and GAMCO Asset Management Inc. and MJG Associates, Inc. with 100,000 shares each (1.41% each). The filing notes these positions were built in part through a private placement, with the reporting persons using an aggregate of approximately
Gabelli Healthcare & WellnessRx Trust reporting persons associated with Saba Capital Management, L.P. disclosed open-market purchases of the fund's common stock.
On December 16, 2025, they purchased 11,312 common shares at $9.37 per share, and on December 17, 2025 they purchased an additional 4,084 shares at $9.36. Following these transactions, they beneficially owned 2,118,201 shares of common stock held indirectly.
Gabelli Healthcare & WellnessRx Trust director and adviser control person Mario J. Gabelli reported an open-market purchase of common shares. On 12/03/2025 he bought 2,500 common shares at a price of $9.6877 per share, a transaction reported as a purchase. Following this trade, he directly holds 239,425 common shares.
In addition to his direct holdings, the filing lists indirect beneficial ownership positions: 312,226 shares through GGCP, Inc., 8,000 shares through Associated Capital Group, Inc., 6,380 shares through GPJ Retirement Partners, and 3,000 shares in a trust account established by Mr. Gabelli. For several of these entities he notes that he owns less than 100% and disclaims beneficial ownership of shares beyond his indirect pecuniary interest.
Gabelli Healthcare & WellnessRx Trust director reports multiple share sales. A director of Gabelli Healthcare & WellnessRx Trust (ticker GRX) filed a Form 4 disclosing a series of open-market sales of common shares, par value $0.001, during August, September, and October 2025. Reported transactions include several sales of 2,000 shares and smaller blocks of 200 to 1,000 shares at prices around $9.1 to $9.5 per share. After these transactions, the reporting person directly beneficially owned 2,185 common shares.
Saba Capital Management, L.P., a 10% owner of Gabelli Healthcare & WellnessRx Trust (GRX), reported a recent insider purchase. On 11/25/2025, the firm bought 14,451 shares of GRX common stock in an open-market transaction coded "P" at a price of $9.62 per share. After this trade, Saba Capital Management, L.P. indirectly beneficially owned 2,102,805 GRX shares, as reported on this Form 4.
Mario J. Gabelli reported purchasing 1,800,000 Series G Cumulative Preferred Shares of Gabelli Healthcare & WellnessRx Trust at $10.1791 on 10/30/2025.
After the trade, reported beneficial ownership totaled 2,000,000 shares indirect via Associated Capital Group, Inc., 400,000 shares indirect via GAMCO Investors, Inc., and 200,000 shares held directly.
FAQ
What is the current stock price of Gabelli Health & Wellness (GRX)?
What is the market cap of Gabelli Health & Wellness (GRX)?
