Geneos Wealth Management Inc. Gladstone Investment Corporation\De Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Gladstone Investment Corporation\De stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 8,849 shares of GAIN stock, worth $123,886. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,849
Previous 8,460
4.6%
Holding current value
$123,886
Previous $113,000
11.5%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding GAIN
# of Institutions
93Shares Held
5.48MCall Options Held
77.1KPut Options Held
71.1K-
Melia Wealth LLC Tulsa, OK1.13MShares$15.9 Million7.74% of portfolio
-
Van Eck Associates Corp837KShares$11.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY286KShares$4.01 Million0.0% of portfolio
-
Ubs Group Ag256KShares$3.58 Million0.0% of portfolio
-
Legal & General Group PLC London, X0243KShares$3.4 Million0.0% of portfolio
About GLADSTONE INVESTMENT CORPORATION\DE
- Ticker GAIN
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- Gladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated no...