Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Goldman Sachs BDC GSBD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$49.2K Buy
5,536
+58
+1% +$535 ﹤0.01% 3826
2025
Q4 		$51K Buy
5,478
+614
+13% +$6.02K ﹤0.01% 3585
2025
Q3 		$49K Buy
4,864
+3,174
+188% +$36.1K ﹤0.01% 3548
2025
Q2 		$19K Sell
1,690
-25
-1% -$276 ﹤0.01% 3943
2025
Q1 		$20K Buy
1,715
+75
+5% +$938 ﹤0.01% 3672
2024
Q4 		$20K Sell
1,640
-1,610
-50% -$21.1K ﹤0.01% 3431
2024
Q3 		$45K Sell
3,250
-600
-16% -$8.72K ﹤0.01% 2766
2024
Q2 		$58K Buy
3,850
+407
+12% +$6.25K ﹤0.01% 2365
2024
Q1 		$52K Sell
3,443
-57
-2% -$862 ﹤0.01% 2273
2023
Q4 		$51K Buy
3,500
+1,500
+75% +$21.8K ﹤0.01% 2167
2023
Q3 		$29K Hold
2,000
– – ﹤0.01% 2426
2023
Q2 		$28K Hold
2,000
– – ﹤0.01% 2409
2023
Q1 		$27K Hold
2,000
– – ﹤0.01% 2290
2022
Q4 		$27K Hold
2,000
– – ﹤0.01% 2153
2022
Q3 		$29K Buy
2,000
+500
+33% +$8.46K ﹤0.01% 1980
2022
Q2 		$25K Hold
1,500
– – ﹤0.01% 1984
2022
Q1 		$29K Hold
1,500
– – ﹤0.01% 1854
2021
Q4 		$29K Buy
+1,500
New +$28.5K ﹤0.01% 1791
2021
Q2 		$10K Hold
500
– – ﹤0.01% 2103
2021
Q1 		$10K Hold
500
– – ﹤0.01% 2103
2020
Q4 		$10K Hold
500
– – ﹤0.01% 2103
2020
Q3 		$10K Hold
500
– – ﹤0.01% 2103
2020
Q2 		$10K Hold
500
– – ﹤0.01% 2103
2020
Q1 		$10K Hold
500
– – ﹤0.01% 2103
2019
Q4 		$10K Hold
500
– – ﹤0.01% 2103
2019
Q3 		$10K Hold
500
– – ﹤0.01% 2103
2019
Q2 		$10K Hold
500
– – ﹤0.01% 2103
2019
Q1 		$10K Buy
+500
New +$10.2K ﹤0.01% 2103

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Goldman Sachs BDC (GSBD) stake by 1.1% in Q1 2026, buying an estimated $535 and bringing the position to 5,536 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

Carson Wealth (CWM LLC) first reported a position in GSBD in Q1 2019 and has held it in 28 quarters since. The position peaked at $58K in Q2 2024. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,536 shares of Goldman Sachs BDC worth $49.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Goldman Sachs BDC shares in Q1 2026, an estimated $535.
  • Goldman Sachs BDC made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3826 holding.
  • Carson Wealth (CWM LLC) first reported a position in Goldman Sachs BDC in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Goldman Sachs BDC position peaked at $58K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

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