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James Investment Research’s Gaia GAIA Stock Holding History

James Investment Research’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3K Hold
10,600
– – ﹤0.01% 373
2026
Q1 		$29.4K Hold
10,600
– – ﹤0.01% 355
2025
Q4 		$38.5K Hold
10,600
– – ﹤0.01% 356
2025
Q3 		$62.8K Hold
10,600
– – 0.01% 346
2025
Q2 		$46.5K Hold
10,600
– – 0.01% 330
2025
Q1 		$40.8K Hold
10,600
– – 0.01% 319
2024
Q4 		$47.6K Hold
10,600
– – 0.01% 321
2024
Q3 		$51.6K Hold
10,600
– – 0.01% 322
2024
Q2 		$46.7K Hold
10,600
– – 0.01% 318
2024
Q1 		$32.6K Hold
10,600
– – ﹤0.01% 318
2023
Q4 		$28.6K Hold
10,600
– – ﹤0.01% 304
2023
Q3 		$28.8K Hold
10,600
– – ﹤0.01% 286
2023
Q2 		$24.5K Hold
10,600
– – ﹤0.01% 280
2023
Q1 		$29K Buy
+10,600
New +$32.1K ﹤0.01% 411

Other funds holding GAIA

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's GAIA Position: Q2 2026 in Review

James Investment Research held its Gaia (GAIA) position steady in Q2 2026 at 10,600 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

James Investment Research first reported a position in GAIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $62.8K in Q3 2025. 62 funds tracked by Wall St. Rank hold GAIA as of Q2 2026.

  • James Investment Research held 10,600 shares of Gaia worth $22.3K as of Q2 2026.
  • James Investment Research left its Gaia share count unchanged in Q2 2026.
  • Gaia made up ﹤0.01% of James Investment Research's portfolio in Q2 2026, its #373 holding.
  • James Investment Research first reported a position in Gaia in Q1 2023 and has held it in 14 quarters since.
  • James Investment Research's Gaia position peaked at $62.8K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Gaia as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.