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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
Q2 		$9.71K 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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Vermillion Wealth Management's GLAD Position: Q2 2026 in Review

Vermillion Wealth Management held its Gladstone Capital (GLAD) position steady in Q2 2026 at 500 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Vermillion Wealth Management first reported a position in GLAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2K in Q4 2024. 13 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Vermillion Wealth Management held 500 shares of Gladstone Capital worth $9.71K as of Q2 2026.
  • Vermillion Wealth Management left its Gladstone Capital share count unchanged in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1212 holding.
  • Vermillion Wealth Management first reported a position in Gladstone Capital in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Gladstone Capital position peaked at $14.2K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.