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Gladstone Investment Corporation shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 128k 13.82
2025-06-30 $1.6M 113k 14.27
2025-03-31 $1.5M 113k 13.36
2024-12-31 $1.4M 108k 13.25

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
UBS Group
BlackRock
Marshall Wace
Morgan Stanley
Legal & General Group
Outfitter Financial
LPL Financial
William Blair $ Company
Davenport & Co
Cassaday & Co Wealth Management
Advisors Asset Management
Susquehanna International
Legacy Capital Wealth Partners

View all funds holding Gladstone Investment Corporation