Action Point Financial Planning’s Gladstone Investment Corp GAIN Stock Holding History

Action Point Financial Planning’s Portfolio GAIN Stock Details GAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.06K	Buy	+586	New	+$9.2K	﹤0.01%	1508

Other funds holding GAIN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Action Point Financial Planning's GAIN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Gladstone Investment Corp (GAIN) in Q2 2026: 586 shares worth $9.06K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings.

94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

Action Point Financial Planning held 586 shares of Gladstone Investment Corp worth $9.06K as of Q2 2026.
Gladstone Investment Corp was a new Action Point Financial Planning position in Q2 2026.
Gladstone Investment Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1508 holding.
94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.