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Main Street Group’s Gladstone Capital GLAD Stock Holding History

Main Street Group’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
2026
Q2 		$1.07K Buy
55
+1
+2% +$19 ﹤0.01% 758
2026
Q1 		$932 Buy
+54
New +$1.03K ﹤0.01% 771
2025
Q4 		– Sell
-51
Closed -$1.12K – 290
2025
Q3 		$1.12K Buy
51
+1
+2% +$26 ﹤0.01% 717
2025
Q2 		$1.36K Hold
50
– – ﹤0.01% 670
2025
Q1 		$1.37K Hold
50
– – ﹤0.01% 690
2024
Q4 		$1.42K Hold
50
– – ﹤0.01% 674
2024
Q3 		$1.2K Hold
50
– – ﹤0.01% 687
2024
Q2 		$1.17K Hold
50
– – ﹤0.01% 753
2024
Q1 		$1.06K Hold
50
– – ﹤0.01% 792
2023
Q4 		$1.07K Buy
+50
New +$998 ﹤0.01% 1161

Other funds holding GLAD

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return