Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Golub Capital BDC GBDC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$0 Buy
+25
New – ﹤0.01% 5172
2023
Q2 		– Sell
-2,050
Closed -$28K – 4259
2023
Q1 		$28K Buy
+2,050
New +$28K ﹤0.01% 2264