CWM
KBDC

Centric Wealth Management’s Kayne Anderson BDC KBDC Stock Holding History

Centric Wealth Management’s Portfolio KBDC Stock Details KBDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Buy
161,669
+24,049
+17% +$368K 0.59% 60
2025
Q1 		$2.23M Buy
137,620
+66,350
+93% +$1.08M 0.59% 62
2024
Q4 		$1.18M Buy
+71,270
New +$1.18M 0.32% 82