GRX — Gabelli Healthcare & WellnessRx Trust

✨ Hidden Gem Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Gabelli Healthcare & WellnessRx Trust

The Gabelli Healthcare & Wellness Trust is a closed-ended equity mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies primarily operating in the healthcare and wellness sector. It invests in stocks of companies across all market capitalizations. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$9.09
Market Cap$135M
Shares Outstanding14.8M
P/E (TTM)59.93
Price/Sales (TTM)46.35
Dividend Rate0.7%

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $25.0M $24.2M $25.0M $24.2M
2021 $43.5M $42.7M $43.5M $42.7M
2022 -$46.7M -$47.4M -$46.7M -$44.3M
2023 $4.0M $422,802 $1.2M $3.2M
2024 $3.3M -$285,000 $342,909 $2.7M
2025 $15.3M $2.3M $12.8M $4.8M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2024 $6.4M -$1.1M
Dec 2024 $8.7M $821,244
Jun 2025 $8.9M -$1.5M
Dec 2025 $6.4M $3.8M

Ownership & Float

Insider Ownership1.7%
Institutional Ownership41.0%
% of All Funds Holding0.55%
Number of Funds Holding45

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$9.10Near-term / short-term trend
Weekly40-Week SMA$9.39Medium-term trend
Weekly80-Week SMA$9.55Cyclical trend (business cycle)
Weekly200-Week SMA$9.77Secular trend (multi-year)
Monthly10-Month SMA$9.40Near-term monthly trend
Monthly20-Month SMA$9.64Medium-term monthly trend
Monthly40-Month SMA$9.70Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$10.50 resistance 1.17x 16 months ago

Historical Earnings Reactions (6 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.11% 0.09% 50.00% 0.58% -0.94%
1 Day -0.19% -0.54% 33.33% 1.49% -1.89%
1 Week -0.49% -1.83% 33.33% 4.07% -4.43%
2 Weeks -1.62% -2.41% 33.33% 3.34% -6.77%
1 Month -0.88% 1.38% 66.67% 5.94% -11.78%

Next earnings: May 13, 2025

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.5%52.6%19
Feb0.9%68.4%19
Mar-0.2%57.9%19
Apr0.8%63.2%19
May-0.1%66.7%18
Jun0.1%55.6%18
Jul3.0%63.2%19
Aug-1.0%47.4%19
Sep-3.1%31.6%19
Oct-0.5%52.6%19
Nov0.7%63.2%19
Dec1.6%52.6%19

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.02% 47.9% 894
Tuesday 0.10% 52.3% 979
Wednesday 0.04% 52.1% 977
Thursday -0.08% 46.7% 958
Friday 0.02% 49.9% 955

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 41.0%

Insider Transactions — Smart Summary

Total insider ownership: 1.7%

Founder-led management: Mario J. Gabelli (Portfolio Manager)

Full insider transaction history and smart buy/sell sentiment summary available on Trend Edge.

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Gabelli Healthcare & WellnessRx Trust (GRX) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for GRX on Trend Edge →