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Legacy Capital Wealth Partners’s Gladstone Investment Corp GAIN Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		$1.69M Buy
119,068
+7,739
+7% +$108K 0.35% 54
2025
Q4 		$1.56M Buy
111,329
+10,123
+10% +$140K 0.33% 56
2025
Q3 		$1.4M Sell
101,206
-1,051
-1% -$14.8K 0.3% 60
2025
Q2 		$1.46M Sell
102,257
-3,831
-4% -$53.5K 0.33% 60
2025
Q1 		$1.42M Buy
106,088
+11,232
+12% +$151K 0.35% 52
2024
Q4 		$1.26M Sell
94,856
-4,733
-5% -$64.6K 0.31% 66
2024
Q3 		$1.44M Sell
99,589
-2,367
-2% -$31.9K 0.29% 70
2024
Q2 		$1.43M Buy
+101,956
New +$1.43M 0.36% 54
2024
Q1 		– Sell
-102,491
Closed -$1.45M – 194
2023
Q4 		$1.45M Buy
102,491
+5,047
+5% +$69.7K 0.41% 55
2023
Q3 		$1.24M Buy
+97,444
New +$1.27M 0.34% 59
2023
Q2 		– Sell
-87,882
Closed -$1.16M – 108
2023
Q1 		$1.16M Buy
87,882
+5,962
+7% +$80.4K 0.32% 64
2022
Q4 		$1.06M Buy
81,920
+11,688
+17% +$154K 0.51% 39
2022
Q3 		$850K Buy
70,232
+1,591
+2% +$22.9K 0.45% 40
2022
Q2 		$966K Buy
68,641
+1,314
+2% +$19.8K 0.49% 38
2022
Q1 		$1.09M Sell
67,327
-23,896
-26% -$376K 0.47% 42
2021
Q4 		$1.56M Buy
91,223
+3,286
+4% +$52.4K 0.64% 24
2021
Q3 		$2.59M Buy
+87,937
New +$1.28M 1.01% 26

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Capital Wealth Partners's GAIN Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Gladstone Investment Corp (GAIN) stake by 7% in Q1 2026, buying an estimated $108K and bringing the position to 119,068 shares worth $1.69M. The position accounts for 0.35% of the portfolio, ranked #54.

Legacy Capital Wealth Partners first reported a position in GAIN in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.59M in Q3 2021. 90 funds tracked by Wall St. Rank hold GAIN as of Q1 2026.

  • Legacy Capital Wealth Partners held 119,068 shares of Gladstone Investment Corp worth $1.69M as of Q1 2026.
  • Legacy Capital Wealth Partners bought 7,739 Gladstone Investment Corp shares in Q1 2026, an estimated $108K.
  • Gladstone Investment Corp made up 0.35% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Legacy Capital Wealth Partners first reported a position in Gladstone Investment Corp in Q3 2021 and has held it in 17 quarters since.
  • Legacy Capital Wealth Partners's Gladstone Investment Corp position peaked at $2.59M in Q3 2021.
  • 90 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.