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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.2K Sell
2,941
-920
-24% -$11.8K ﹤0.01% 4014
2025
Q4 		$52K Buy
3,861
+439
+13% +$6.08K ﹤0.01% 3574
2025
Q3 		$47K Buy
3,422
+3,397
+13,588% +$50K ﹤0.01% 3577
2025
Q2 		$0 Buy
+25
New +$364 ﹤0.01% 5176
2023
Q2 		– Sell
-2,050
Closed -$28K – 4274
2023
Q1 		$28K Buy
+2,050
New +$27.6K ﹤0.01% 2266

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GBDC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Golub Capital BDC (GBDC) stake by 24% in Q1 2026, selling an estimated $11.8K and leaving 2,941 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4014.

Carson Wealth (CWM LLC) first reported a position in GBDC in Q1 2023 and has held it in 5 quarters since. The position peaked at $52K in Q4 2025. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,941 shares of Golub Capital BDC worth $37.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 920 Golub Capital BDC shares in Q1 2026, an estimated $11.8K.
  • Golub Capital BDC made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4014 holding.
  • Carson Wealth (CWM LLC) first reported a position in Golub Capital BDC in Q1 2023 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Golub Capital BDC position peaked at $52K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.