PFG
GAIN icon

Prosperity Financial Group’s Gladstone Investment Corp GAIN Stock Holding History

Prosperity Financial Group’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 		$223K Sell
15,700
-300
-2% -$4.18K 0.08% 172
2025
Q4 		$224K Sell
16,000
-3,400
-18% -$47.1K 0.08% 164
2025
Q3 		$268K Sell
19,400
-5,300
-21% -$74.7K 0.1% 141
2025
Q2 		$352K Sell
24,700
-7,050
-22% -$98.5K 0.15% 120
2025
Q1 		$424K Sell
31,750
-2,350
-7% -$31.5K 0.21% 99
2024
Q4 		$452K Sell
34,100
-2,450
-7% -$33.5K 0.23% 96
2024
Q3 		$528K Buy
36,550
+400
+1% +$5.39K 0.3% 85
2024
Q2 		$505K Sell
36,150
-650
-2% -$9.13K 0.32% 74
2024
Q1 		$524K Sell
36,800
-250
-0.7% -$3.55K 0.32% 75
2023
Q4 		$524K Hold
37,050
– – 0.36% 60
2023
Q3 		$472K Sell
37,050
-1,600
-4% -$20.9K 0.39% 57
2023
Q2 		$504K Sell
38,650
-2,648
-6% -$34.8K 0.44% 54
2023
Q1 		$547K Sell
41,298
-942
-2% -$12.7K 0.55% 46
2022
Q4 		$545K Buy
+42,240
New +$557K 0.59% 42

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 $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $2.05B AUM 22.27% 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 $5.7T 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 $376B AUM 19.32% 1-Year Est. Return