KWM
GLAD icon

Kingsview Wealth Management’s Gladstone Capital GLAD Stock Holding History

Kingsview Wealth Management’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,331
Closed -$322K – 1128
2024
Q4 		$322K Buy
+11,331
New +$294K 0.01% 874

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Kingsview Wealth Management's GLAD Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Gladstone Capital (GLAD) in Q1 2025, closing a stake of 11,331 shares — an estimated $322K sold.

Kingsview Wealth Management first reported a position in GLAD in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 73 funds tracked by Wall St. Rank hold GLAD as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Gladstone Capital position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,331 Gladstone Capital shares in Q1 2025, an estimated $322K.
  • Kingsview Wealth Management first reported a position in Gladstone Capital in Q4 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Gladstone Capital position peaked at $322K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.