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
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

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Focus Partners Wealth's GAIN Position: Q1 2026 in Review

Focus Partners Wealth increased its Gladstone Investment Corp (GAIN) stake by 2.2% in Q1 2026, buying an estimated $6.24K and bringing the position to 20,743 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Focus Partners Wealth first reported a position in GAIN in Q1 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Focus Partners Wealth held 20,743 shares of Gladstone Investment Corp worth $295K as of Q1 2026.
  • Focus Partners Wealth bought 448 Gladstone Investment Corp shares in Q1 2026, an estimated $6.24K.
  • Gladstone Investment Corp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2206 holding.
  • Focus Partners Wealth first reported a position in Gladstone Investment Corp in Q1 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.