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-affiliated entities filed an amended Schedule 13D reporting beneficial ownership of 3,514,000 Series G preferred shares of Gabelli Healthcare & WellnessRx Trust (GRX), representing 64.73% of the 5,428,514 shares outstanding as reported by the issuer.
The filing notes a recent transaction: the Gabelli Foundation purchased 200,000 Series G shares on October 28, 2025 at $10.0476 per share in a private placement, for approximately $2,009,520. Reported holdings include Associated Capital Group with 2,200,000 shares (40.53%), GAMCO Investors with 400,000 (7.37%), Mario J. Gabelli with 400,000 (7.37%), and the Gabelli Foundation with 514,000 (9.46%).
Gabelli-affiliated filers amended their Schedule 13D on Gabelli Healthcare & WellnessRx Trust’s preferred shares, disclosing an aggregate beneficial ownership of 3,314,000 shares, or 61.05% of the 5,428,514 shares outstanding as reported by the issuer.
The group reported using approximately $18,322,400 to purchase additional Series G cumulative preferred shares in a private placement. Within the aggregate, Associated Capital Group, Inc. holds 2,200,000 shares (40.53%), GAMCO Investors, Inc. holds 400,000 (7.37%), Mario J. Gabelli holds 400,000 (7.37%), and the Gabelli Foundation, Inc. holds 314,000 (5.78%). A disclosed transaction shows 1,800,000 Series G shares purchased at $10.1791 on 10/30/2025 in a private placement.
Gabelli Healthcare & WellnessRx Trust (GRX) reported an insider transaction on a Form 4. A reporting person purchased 20,808 shares of common stock on 10/23/2025 at a price of $9.28 per share.
Following this open-market purchase (transaction code P), the reporting person’s indirect beneficial ownership stands at 2,088,354 shares.
Gabelli Healthcare & WellnessRx Trust (GRX) reported insider activity on a Form 4. The reporting person disclosed two open‑market purchases of common stock: 6,122 shares at $9.29 on 10/21/2025 and 1,053 shares at $9.31 on 10/22/2025. Following these transactions, the reporting person beneficially owns 2,067,546 shares, held indirectly.
Saba Capital filed Amendment No. 3 to Schedule 13D on GRX (The Gabelli Healthcare & WellnessRx Trust), reporting beneficial ownership of 2,054,555 common shares, representing 13.3% of the class.
The filing states approximately $19,801,664 was paid to acquire the reported shares. The percentage is based on 15,447,824 shares outstanding as of 6/30/25, per the issuer’s N‑CSRS. Voting and dispositive power are listed as shared for the full amount. The amendment notes the event date triggering the filing was 10/16/2025 and updates Items 3, 5, and 7.
Saba Capital Management, L.P., Saba Capital Management GP, LLC, and Boaz R. Weinstein are the reporting persons. The filing also indicates the positions are held across funds and accounts advised by Saba, which have the right to receive dividends and sale proceeds.
Gabelli Healthcare & WellnessRx Trust (GRX) reported insider activity by a 10% owner. An affiliated holder purchased common stock on two consecutive days, indicating additional accumulation.
On 10/16/2025, the holder bought 3,520 shares at $9.18. On 10/17/2025, they bought 5,816 shares at $9.20. Following these transactions, the filer reported 2,060,371 shares beneficially owned on an indirect basis. The filing is signed for Saba Capital Management, L.P. by Zachary Gindes, with Boaz Weinstein also listed.
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC reported shared beneficial ownership of 833,756 shares of The Gabelli Healthcare & WellnessRx Trust common stock, representing 5.4% of the class based on 15,447,824 shares outstanding as of June 30, 2025. The filing states the shares are held in client accounts managed by the advisers and that the advisers disclaim beneficial ownership under Rule 13d-4. Both filers report 0 sole voting and dispositive power and 833,756 shares of shared voting and dispositive power. The filing includes a joint filing agreement and a certification by Paul E. Rasmussen as Vice President.
Saba Capital Management, L.P. reported two open-market purchases of Gabelli Healthcare & WellnessRx Trust (GRX) common stock on 09/11/2025 and 09/12/2025 at $9.43 per share. The first purchase was 6,147 shares, bringing indirect beneficial ownership to 2,043,303 shares; the second added 7,732 shares, increasing indirect ownership to 2,051,035. The filing lists the reporting person as a Director and a 10% owner and is signed by Zachary Gindes and Boaz Weinstein on 09/15/2025.
Saba Capital Management, L.P. and reporting person Boaz Weinstein reported an acquisition of Common Stock of Gabelli Healthcare & WellnessRx Trust (GRX). On 08/25/2025 they purchased 11,330 shares at $9.48 per share, and the filing shows 2,037,156 shares beneficially owned indirectly following the transaction. The Form 4 is signed and dated 08/26/2025 by Saba Capital and Boaz Weinstein.
The filing reports that Saba Capital Management, L.P. and Boaz Weinstein, both identified as a director and 10% owner, purchased 19,101 shares of Gabelli Healthcare & WellnessRx Trust (GRX) on 08/21/2025 at a price of $9.43 per share. After the transaction, the reporting persons are shown as beneficially owning 2,025,826 shares indirectly. The Form 4 reflects a routine insider purchase disclosed under Section 16.
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