Bank of New York Mellon Corp GAIA — GAIA INC

Ownership history in Bank of New York Mellon Corp  ·  32 quarters on record

AI Ownership Summary

Bank of New York Mellon Corp reported GAIA INC (GAIA) in 32 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows GAIA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GAIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bank of New York Mellon Corp's position in GAIA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GAIA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GAIA stock page Bank of New York Mellon Corp fund profile Bank of New York Mellon Corp full holdings
How Bank of New York Mellon Corp held GAIA — position size vs. price
% of Fund (quarterly)    GAIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 38,467 +80 +0.2% 0.00% $107K 2026-05-05 $2.56
2025 Q4 REDUCED 9.2% -23.7% ✅ 38,387 -3,884 -9.2% 0.00% $139K 2026-02-10 $3.13
2025 Q3 ADDED — — — 42,271 +8,438 +24.9% 0.00% $250K 2025-11-03 $5.05
2025 Q2 ADDED — — — 33,833 +22,773 +205.9% 0.00% $149K 2025-08-05 $4.22
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GAIA

As of 2026 Q3 — sorted by position size

Fortitude Family Office, LLC 0.0% SAPIENT CAPITAL LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Bank of New York Mellon Corp and GAIA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bank of New York Mellon Corp reported owning GAIA?

Bank of New York Mellon Corp reported GAIA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported GAIA position in Bank of New York Mellon Corp's portfolio?

The largest reported portfolio weight for GAIA was 0.00% in 2025 Q3.

What is the latest reported GAIA position on this page?

The most recent filing on this page is 2026 Q1, when Bank of New York Mellon Corp reported 38,467 shares, equal to 0.00% of portfolio, with an estimated market value of $107K.

What does the chart on this GAIA ownership page compare?

The chart compares Bank of New York Mellon Corp's quarterly GAIA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bank of New York Mellon Corp time their GAIA position?

Based on 13F filing dates vs. subsequent GAIA price moves, Bank of New York Mellon Corp correctly timed 17 out of 26 reported position changes (65%). The annualised alpha on GAIA relative to SPY over the holding period was -28.6%.

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