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Arista Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Arista Wealth Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$137K – 277
2025
Q3 		$137K Hold
10,000
– – 0.02% 266
2025
Q2 		$147K Buy
+10,000
New +$146K 0.02% 240

Other funds holding GBDC

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arista Wealth Management's GBDC Position: Q4 2025 in Review

Arista Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 10,000 shares — an estimated $137K sold.

Arista Wealth Management first reported a position in GBDC in Q2 2025 and held it in 2 quarters. The position peaked at $147K in Q2 2025. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Arista Wealth Management reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 10,000 Golub Capital BDC shares in Q4 2025, an estimated $137K.
  • Arista Wealth Management first reported a position in Golub Capital BDC in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Golub Capital BDC position peaked at $147K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.