Welcome to our dedicated page for Gabelli Healthcare & WellnessRx Trust 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 filings document the formal disclosures of a Delaware statutory trust operating as a diversified closed-end management investment company. The records identify GRX common shares of beneficial interest registered on the New York Stock Exchange and describe governance matters handled through annual shareholder meeting proxy materials.
GRX filings also include material-event reports related to adviser and portfolio management continuity, including disclosures tied to GAMCO Investors, Gabelli Funds, LLC, and leadership responsibilities affecting the fund's investment management structure. The filing record is centered on fund governance, shareholder voting matters, registered securities, and adviser-related events.
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. 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.