Geneos Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Sell |
8,849
-8,071
| -48% | -$115K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $226K | Buy |
+16,920
| New | +$226K | ﹤0.01% | 1178 |
|
|
2023
Q3 | – | Sell |
-2,577
| Closed | -$33.6K | – | 2114 |
|
|
2023
Q2 | $33.6K | Sell |
2,577
-12,823
| -83% | -$167K | ﹤0.01% | 1203 |
|
|
2023
Q1 | $204K | Hold |
15,400
| – | – | 0.01% | 649 |
|
|
2022
Q4 | $199K | Buy |
+15,400
| New | +$199K | 0.01% | 626 |
|