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Atlantic Edge Private Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$2.25K – 546
2025
Q2 		$2.25K Hold
200
– – ﹤0.01% 466
2025
Q1 		$2.33K Hold
200
– – ﹤0.01% 452
2024
Q4 		$2.42K Buy
+200
New +$2.63K ﹤0.01% 435

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GSBD Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 200 shares — an estimated $2.25K sold.

Atlantic Edge Private Wealth Management first reported a position in GSBD in Q4 2024 and held it in 3 quarters. The position peaked at $2.42K in Q4 2024. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 200 Goldman Sachs BDC shares in Q3 2025, an estimated $2.25K.
  • Atlantic Edge Private Wealth Management first reported a position in Goldman Sachs BDC in Q4 2024 and held it in 3 quarters.
  • Atlantic Edge Private Wealth Management's Goldman Sachs BDC position peaked at $2.42K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.