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GPS Wealth Strategies Group’s MidCap Financial Investment MFIC Stock Holding History

GPS Wealth Strategies Group’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$12.7K Buy
1,114
+35
+3% +$415 0.01% 365
2025
Q3 		$12.9K Hold
1,079
– – ﹤0.01% 1027
2025
Q2 		$13.6K Hold
1,079
– – ﹤0.01% 953
2025
Q1 		$13.9K Hold
1,079
– – ﹤0.01% 923
2024
Q4 		$14.6K Sell
1,079
-1,200
-53% -$16.3K ﹤0.01% 868
2024
Q3 		$30.5K Buy
+2,279
New +$32.2K ﹤0.01% 701

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

GPS Wealth Strategies Group's MFIC Position: Q4 2025 in Review

GPS Wealth Strategies Group increased its MidCap Financial Investment (MFIC) stake by 3.2% in Q4 2025, buying an estimated $415 and bringing the position to 1,114 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #365.

GPS Wealth Strategies Group first reported a position in MFIC in Q3 2024 and has held it in 6 quarters since. The position peaked at $30.5K in Q3 2024. 192 funds tracked by Wall St. Rank hold MFIC as of Q4 2025.

  • GPS Wealth Strategies Group held 1,114 shares of MidCap Financial Investment worth $12.7K as of Q4 2025.
  • GPS Wealth Strategies Group bought 35 MidCap Financial Investment shares in Q4 2025, an estimated $415.
  • MidCap Financial Investment made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #365 holding.
  • GPS Wealth Strategies Group first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 6 quarters since.
  • GPS Wealth Strategies Group's MidCap Financial Investment position peaked at $30.5K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.