Focus Partners Wealth
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Focus Partners Wealth’s Gladstone Investment Corp GAIN Stock Holding History

Focus Partners Wealth’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 		$323K Buy
20,911
+168
+0.8% +$2.64K ﹤0.01% 2226
2026
Q1 		$295K Buy
20,743
+448
+2% +$6.24K ﹤0.01% 2206
2025
Q4 		$281K Buy
20,295
+100
+0.5% +$1.39K ﹤0.01% 2263
2025
Q3 		$279K Buy
20,195
+340
+2% +$4.79K ﹤0.01% 1884
2025
Q2 		$283K Buy
19,855
+328
+2% +$4.58K ﹤0.01% 1709
2025
Q1 		$261K Buy
+19,527
New +$262K ﹤0.01% 1638

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
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 $1.96B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth's GAIN Position: Q2 2026 in Review

Focus Partners Wealth increased its Gladstone Investment Corp (GAIN) stake by 0.81% in Q2 2026, buying an estimated $2.64K and bringing the position to 20,911 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Focus Partners Wealth first reported a position in GAIN in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Focus Partners Wealth held 20,911 shares of Gladstone Investment Corp worth $323K as of Q2 2026.
  • Focus Partners Wealth bought 168 Gladstone Investment Corp shares in Q2 2026, an estimated $2.64K.
  • Gladstone Investment Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2226 holding.
  • Focus Partners Wealth first reported a position in Gladstone Investment Corp in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.