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Creekmur Asset Management’s Gladstone Investment Corp GAIN Stock Holding History

Creekmur Asset Management’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
2025
Q3 		– Hold
0
– – – 823
2025
Q2 		– Sell
-1
Closed -$14 – 834
2025
Q1 		$15 Hold
1
– – ﹤0.01% 736
2024
Q4 		$15 Sell
1
-1
-50% -$14 ﹤0.01% 887
2024
Q3 		$29 Sell
2
-2,728
-100% -$36.7K ﹤0.01% 958
2024
Q2 		$38.2K Sell
2,730
-873
-24% -$12.3K 0.01% 288
2024
Q1 		$51.3K Sell
3,603
-3,800
-51% -$54K 0.02% 252
2023
Q4 		$105K Buy
+7,403
New +$102K 0.03% 201

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creekmur Asset Management's GAIN Position: Q3 2025 in Review

Creekmur Asset Management held its Gladstone Investment Corp (GAIN) position steady in Q3 2025 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Creekmur Asset Management first reported a position in GAIN in Q4 2023 and has held it in 6 quarters since. The position peaked at $105K in Q4 2023. 87 funds tracked by Wall St. Rank hold GAIN as of Q3 2025.

  • Creekmur Asset Management held 0 shares of Gladstone Investment Corp worth $4 as of Q3 2025.
  • Creekmur Asset Management left its Gladstone Investment Corp share count unchanged in Q3 2025.
  • Gladstone Investment Corp made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #823 holding.
  • Creekmur Asset Management first reported a position in Gladstone Investment Corp in Q4 2023 and has held it in 6 quarters since.
  • Creekmur Asset Management's Gladstone Investment Corp position peaked at $105K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.