Bogart Wealth LLC’s Golub Capital BDC GBDC Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$38.6K	Buy	+3,000	New	+$39.1K	﹤0.01%	612

Other funds holding GBDC

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Bogart Wealth LLC's GBDC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Golub Capital BDC (GBDC) in Q2 2026: 3,000 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

75 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Bogart Wealth LLC held 3,000 shares of Golub Capital BDC worth $38.6K as of Q2 2026.
Golub Capital BDC was a new Bogart Wealth LLC position in Q2 2026.
Golub Capital BDC made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #612 holding.
75 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.