Triad Wealth Partners’s Gladstone Capital GLAD Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-435	Closed	-$10.1K	–	376
2024 Q2	$10.1K	Buy	+435	New	+$9.48K	0.01%	451

Other funds holding GLAD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Triad Wealth Partners's GLAD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Gladstone Capital (GLAD) in Q3 2024, closing a stake of 435 shares — an estimated $10.1K sold.

Triad Wealth Partners first reported a position in GLAD in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 61 funds tracked by Wall St. Rank hold GLAD as of Q3 2024.

Triad Wealth Partners reported no remaining Gladstone Capital position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 435 Gladstone Capital shares in Q3 2024, an estimated $10.1K.
Triad Wealth Partners first reported a position in Gladstone Capital in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Gladstone Capital position peaked at $10.1K in Q2 2024.
61 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.