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Gladstone Investment Corporation shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $124k 9.0k 13.82
2025-06-30 $126k 8.8k 14.27
2025-03-31 $113k 8.5k 13.36
2023-06-30 $34k 2.6k 13.04
2023-03-31 $204k 15k 13.25
2022-12-31 $199k 15k 12.91

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Min Vol (USMV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Norfolk Southern (NSC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Geneos 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