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 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

Other funds holding GAIN

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's GAIN Position: Q1 2026 in Review

EverSource Wealth Advisors held its Gladstone Investment Corp (GAIN) position steady in Q1 2026 at 1,200 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

EverSource Wealth Advisors first reported a position in GAIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.5K in Q3 2023. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

EverSource Wealth Advisors held 1,200 shares of Gladstone Investment Corp worth $17K as of Q1 2026.
EverSource Wealth Advisors left its Gladstone Investment Corp share count unchanged in Q1 2026.
Gladstone Investment Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2604 holding.
EverSource Wealth Advisors first reported a position in Gladstone Investment Corp in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Gladstone Investment Corp position peaked at $19.5K in Q3 2023.
90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.