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Realta Investment Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Realta Investment Advisors’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
2025
Q3 		– Sell
-42,227
Closed -$603K – 339
2025
Q2 		$603K Buy
42,227
+32,227
+322% +$450K 0.24% 87
2025
Q1 		$134K Buy
+10,000
New +$134K 0.06% 192

Other funds holding GAIN

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Realta Investment Advisors's GAIN Position: Q3 2025 in Review

Realta Investment Advisors sold out of Gladstone Investment Corp (GAIN) in Q3 2025, closing a stake of 42,227 shares — an estimated $603K sold.

Realta Investment Advisors first reported a position in GAIN in Q1 2025 and held it in 2 quarters. The position peaked at $603K in Q2 2025. 87 funds tracked by Wall St. Rank hold GAIN as of Q3 2025.

  • Realta Investment Advisors reported no remaining Gladstone Investment Corp position as of Q3 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 42,227 Gladstone Investment Corp shares in Q3 2025, an estimated $603K.
  • Realta Investment Advisors first reported a position in Gladstone Investment Corp in Q1 2025 and held it in 2 quarters.
  • Realta Investment Advisors's Gladstone Investment Corp position peaked at $603K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2025.

Based on Realta Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.