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Greenwood Gearhart’s Gladstone Investment Corp GAIN Stock Holding History

Greenwood Gearhart’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 		$346K Buy
22,400
+4,500
+25% +$70.6K 0.02% 123
2026
Q1 		$254K Buy
+17,900
New +$249K 0.01% 108

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Greenwood Gearhart's GAIN Position: Q2 2026 in Review

Greenwood Gearhart increased its Gladstone Investment Corp (GAIN) stake by 25% in Q2 2026, buying an estimated $70.6K and bringing the position to 22,400 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #123.

Greenwood Gearhart first reported a position in GAIN in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Greenwood Gearhart held 22,400 shares of Gladstone Investment Corp worth $346K as of Q2 2026.
  • Greenwood Gearhart bought 4,500 Gladstone Investment Corp shares in Q2 2026, an estimated $70.6K.
  • Gladstone Investment Corp made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #123 holding.
  • Greenwood Gearhart first reported a position in Gladstone Investment Corp in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.