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

Boyd 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
2024
Q4 		– Sell
-19,591
Closed -$296K – 49
2024
Q3 		$296K Buy
19,591
+228
+1% +$3.44K 0.15% 41
2024
Q2 		$304K Buy
+19,363
New +$318K 0.17% 38

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Boyd Wealth Management's GBDC Position: Q4 2024 in Review

Boyd Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2024, closing a stake of 19,591 shares — an estimated $296K sold.

Boyd Wealth Management first reported a position in GBDC in Q2 2024 and held it in 2 quarters. The position peaked at $304K in Q2 2024. 326 funds tracked by Wall St. Rank hold GBDC as of Q4 2024.

  • Boyd Wealth Management reported no remaining Golub Capital BDC position as of Q4 2024 after selling out during the quarter.
  • Boyd Wealth Management sold 19,591 Golub Capital BDC shares in Q4 2024, an estimated $296K.
  • Boyd Wealth Management first reported a position in Golub Capital BDC in Q2 2024 and held it in 2 quarters.
  • Boyd Wealth Management's Golub Capital BDC position peaked at $304K in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2024.

Based on Boyd Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.