EverSource Wealth Advisors
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EverSource Wealth Advisors’s Gladstone Investment Corp GAIN Stock Holding History

EverSource Wealth Advisors’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 		$18.6K Hold
1,200
– – ﹤0.01% 2488
2026
Q1 		$17K Hold
1,200
– – ﹤0.01% 2604
2025
Q4 		$16.8K Hold
1,200
– – ﹤0.01% 2504
2025
Q3 		$16.6K Hold
1,200
– – ﹤0.01% 2495
2025
Q2 		$17.1K Hold
1,200
– – ﹤0.01% 2421
2025
Q1 		$16K Hold
1,200
– – ﹤0.01% 1822
2024
Q4 		$15.9K Hold
1,200
– – ﹤0.01% 1751
2024
Q3 		$17.3K Hold
1,200
– – ﹤0.01% 1568
2024
Q2 		$16.8K Hold
1,200
– – ﹤0.01% 1591
2024
Q1 		$17.2K Hold
1,200
– – ﹤0.01% 1435
2023
Q4 		$17K Sell
1,200
-333
-22% -$4.6K ﹤0.01% 1311
2023
Q3 		$19.5K Buy
1,533
+333
+28% +$4.35K ﹤0.01% 1136
2023
Q2 		$15.6K Hold
1,200
– – ﹤0.01% 1241
2023
Q1 		$15.9K Hold
1,200
– – ﹤0.01% 1171
2022
Q4 		$15.5K Buy
+1,200
New +$15.8K ﹤0.01% 1155

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Two Sigma Investments
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CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's GAIN Position: Q2 2026 in Review

EverSource Wealth Advisors held its Gladstone Investment Corp (GAIN) position steady in Q2 2026 at 1,200 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

EverSource Wealth Advisors first reported a position in GAIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.5K in Q3 2023. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • EverSource Wealth Advisors held 1,200 shares of Gladstone Investment Corp worth $18.6K as of Q2 2026.
  • EverSource Wealth Advisors left its Gladstone Investment Corp share count unchanged in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2488 holding.
  • EverSource Wealth Advisors first reported a position in Gladstone Investment Corp in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Gladstone Investment Corp position peaked at $19.5K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.