Vermillion Wealth Management
GLAD icon

Vermillion Wealth Management’s Gladstone Capital GLAD Stock Holding History

Vermillion Wealth Management’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
Q3 		– Sell
-500
Closed -$9.7K – 761
2026
Q2 		$9.7K Hold
500
– – ﹤0.01% 1212
2026
Q1 		$8.68K Hold
500
– – ﹤0.01% 412
2025
Q4 		$10.3K Hold
500
– – ﹤0.01% 376
2025
Q3 		$10.9K Hold
500
– – ﹤0.01% 1033
2025
Q2 		$13.5K Hold
500
– – 0.01% 308
2025
Q1 		$13.7K Hold
500
– – ﹤0.01% 803
2024
Q4 		$14.2K Buy
+500
New +$13K 0.01% 292

Other funds holding GLAD

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Vermillion Wealth Management's GLAD Position: Q3 2026 in Review

Vermillion Wealth Management sold out of Gladstone Capital (GLAD) in Q3 2026, closing a stake of 500 shares — an estimated $9.7K sold.

Vermillion Wealth Management first reported a position in GLAD in Q4 2024 and held it in 7 quarters. The position peaked at $14.2K in Q4 2024. 36 funds tracked by Wall St. Rank hold GLAD as of Q3 2026.

  • Vermillion Wealth Management reported no remaining Gladstone Capital position as of Q3 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 500 Gladstone Capital shares in Q3 2026, an estimated $9.7K.
  • Vermillion Wealth Management first reported a position in Gladstone Capital in Q4 2024 and held it in 7 quarters.
  • Vermillion Wealth Management's Gladstone Capital position peaked at $14.2K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2026.

Based on Vermillion Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.