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Pinnacle Wealth Planning Services’s Gladstone Capital GLAD Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.3K Hold
2,280
– – ﹤0.01% 1366
2026
Q1 		$39.6K Hold
2,280
– – ﹤0.01% 1330
2025
Q4 		$47.1K Buy
+2,280
New +$46.1K ﹤0.01% 1234

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's GLAD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Gladstone Capital (GLAD) position steady in Q2 2026 at 2,280 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Pinnacle Wealth Planning Services first reported a position in GLAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.1K in Q4 2025. 77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,280 shares of Gladstone Capital worth $44.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Gladstone Capital share count unchanged in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1366 holding.
  • Pinnacle Wealth Planning Services first reported a position in Gladstone Capital in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Gladstone Capital position peaked at $47.1K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.