Creative Planning’s Gladstone Investment Corp GAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $188K | Buy |
+13,246
| New | +$185K | ﹤0.01% | 3757 |
|
|
2021
Q2 | – | Sell |
-20,805
| Closed | -$254K | – | 2258 |
|
|
2021
Q1 | $254K | Sell |
20,805
-2,001
| -9% | -$23K | ﹤0.01% | 1903 |
|
|
2020
Q4 | $230K | Buy |
22,806
+301
| +1% | +$2.86K | ﹤0.01% | 1788 |
|
|
2020
Q3 | $205K | Buy |
22,505
+300
| +1% | +$2.86K | ﹤0.01% | 1669 |
|
|
2020
Q2 | $227K | Buy |
22,205
+875
| +4% | +$8.98K | ﹤0.01% | 1460 |
|
|
2020
Q1 | $167K | Buy |
21,330
+925
| +5% | +$11K | ﹤0.01% | 1430 |
|
|
2019
Q4 | $270K | Sell |
20,405
-150
| -0.7% | -$2.03K | ﹤0.01% | 1461 |
|
|
2019
Q3 | $254K | Hold |
20,555
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q2 | $231K | Buy |
20,555
+450
| +2% | +$5.34K | ﹤0.01% | 1527 |
|
|
2019
Q1 | $233K | Sell |
20,105
-230
| -1% | -$2.58K | ﹤0.01% | 1486 |
|
|
2018
Q4 | $190K | Buy |
20,335
+230
| +1% | +$2.31K | ﹤0.01% | 1516 |
|
|
2018
Q3 | $230K | Buy |
20,105
+10,105
| +101% | +$119K | ﹤0.01% | 1583 |
|
|
2018
Q2 | $118K | Hold |
10,000
| – | – | ﹤0.01% | 1742 |
|
|
2018
Q1 | $101K | Hold |
10,000
| – | – | ﹤0.01% | 1749 |
|
|
2017
Q4 | $112K | Sell |
10,000
-300
| -3% | -$3.18K | ﹤0.01% | 1713 |
|
|
2017
Q3 | $98K | Buy |
10,300
+8,589
| +502% | +$80.7K | ﹤0.01% | 1718 |
|
|
2017
Q2 | $16K | Buy |
+1,711
| New | +$15.9K | ﹤0.01% | 3320 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$8K | – | 4740 |
|
|
2016
Q4 | $8K | Sell |
1,000
-14,500
| -94% | -$122K | ﹤0.01% | 3683 |
|
|
2016
Q3 | $138K | Buy |
15,500
+9,500
| +158% | +$79.3K | ﹤0.01% | 1628 |
|
|
2016
Q2 | $43K | Sell |
6,000
-30,000
| -83% | -$209K | ﹤0.01% | 2242 |
|
|
2016
Q1 | $253K | Hold |
36,000
| – | – | ﹤0.01% | 1099 |
|
|
2015
Q4 | $276K | Hold |
36,000
| – | – | ﹤0.01% | 1036 |
|
|
2015
Q3 | $253K | Sell |
36,000
-1,806
| -5% | -$13.9K | ﹤0.01% | 1055 |
|
|
2015
Q2 | $301K | Buy |
37,806
+1,806
| +5% | +$13.8K | ﹤0.01% | 796 |
|
|
2015
Q1 | $266K | Sell |
36,000
-3,305
| -8% | -$24.8K | ﹤0.01% | 1057 |
|
|
2014
Q4 | $275K | Buy |
39,305
+2,100
| +6% | +$15.1K | ﹤0.01% | 982 |
|
|
2014
Q3 | $265K | Buy |
37,205
+4,000
| +12% | +$29.9K | ﹤0.01% | 928 |
|
|
2014
Q2 | $246K | Buy |
33,205
+31,700
| +2,106% | +$246K | ﹤0.01% | 932 |
|
|
2014
Q1 | $12K | Buy |
1,505
+8
| +0.5% | +$65 | ﹤0.01% | 2667 |
|
|
2013
Q4 | $12K | Sell |
1,497
-9,077
| -86% | -$66.9K | ﹤0.01% | 2463 |
|
|
2013
Q3 | $75K | Buy |
+10,574
| New | +$76.2K | ﹤0.01% | 1291 |
|
Other funds holding GAIN
MW
PA
OF
Creative Planning's GAIN Position: Q1 2026 in Review
Creative Planning opened a new position in Gladstone Investment Corp (GAIN) in Q1 2026: 13,246 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #3757 among its holdings. This is a return to the name: Creative Planning previously reported a position in GAIN as recently as Q1 2021.
Creative Planning first reported a position in GAIN in Q3 2013 and has held it in 31 quarters since. The position peaked at $301K in Q2 2015. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.
- Creative Planning held 13,246 shares of Gladstone Investment Corp worth $188K as of Q1 2026.
- Gladstone Investment Corp was a new Creative Planning position in Q1 2026.
- Gladstone Investment Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3757 holding.
- Creative Planning first reported a position in Gladstone Investment Corp in Q3 2013 and has held it in 31 quarters since.
- Creative Planning's Gladstone Investment Corp position peaked at $301K in Q2 2015.
- 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.