Steward Partners Investment Advisory’s Gaia GAIA Stock Holding History

Steward Partners Investment Advisory’s Portfolio GAIA Stock Details GAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,000	Closed	-$14.5K	–	4488
2025 Q4	$14.5K	Buy	+4,000	New	+$18.3K	﹤0.01%	3274
2022 Q2	–	Sell	-990	Closed	-$5K	–	3281
2022 Q1	$5K	Hold	990	–	–	﹤0.01%	2879
2021 Q4	$8K	Hold	990	–	–	﹤0.01%	2683
2021 Q3	$9K	Hold	990	–	–	﹤0.01%	2627
2021 Q2	$11K	Hold	990	–	–	﹤0.01%	5858
2021 Q1	$11.8K	Hold	990	–	–	﹤0.01%	2712
2020 Q4	$10K	Hold	990	–	–	﹤0.01%	2305
2020 Q3	$10K	Sell	990 -225	-19%	-$2.33K	﹤0.01%	2135
2020 Q2	$10K	Hold	1,215	–	–	﹤0.01%	2034
2020 Q1	$10K	Hold	1,215	–	–	﹤0.01%	1859
2019 Q4	$9K	Hold	1,215	–	–	﹤0.01%	2050
2019 Q3	$7K	Hold	1,215	–	–	﹤0.01%	2129
2019 Q2	$9K	Buy	+1,215	New	+$10.2K	﹤0.01%	2019
2018 Q4	–	Sell	-1,185	Closed	-$18K	–	1288
2018 Q3	$18K	Sell	1,185 -225	-16%	-$4.04K	﹤0.01%	1602
2018 Q2	$29K	Hold	1,410	–	–	﹤0.01%	1309
2018 Q1	$21K	Hold	1,410	–	–	﹤0.01%	1310
2017 Q4	$17K	Hold	1,410	–	–	﹤0.01%	1180
2017 Q3	$16K	Hold	1,410	–	–	﹤0.01%	997
2017 Q2	$15K	Buy	1,410 +960	+213%	+$10.6K	﹤0.01%	946
2017 Q1	$4K	Buy	+450	New	+$3.95K	﹤0.01%	1172

Other funds holding GAIA

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's GAIA Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Gaia (GAIA) in Q1 2026, closing a stake of 4,000 shares — an estimated $14.5K sold.

Steward Partners Investment Advisory first reported a position in GAIA in Q1 2017 and held it in 20 quarters. The position peaked at $29K in Q2 2018. 71 funds tracked by Wall St. Rank hold GAIA as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Gaia position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,000 Gaia shares in Q1 2026, an estimated $14.5K.
Steward Partners Investment Advisory first reported a position in Gaia in Q1 2017 and held it in 20 quarters.
Steward Partners Investment Advisory's Gaia position peaked at $29K in Q2 2018.
71 funds tracked by Wall St. Rank held Gaia as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.