Core Wealth Partners’s Golub Capital BDC GBDC Stock Holding History

Core Wealth Partners’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 Q2	$194K	Hold	15,060	–	–	0.08%	184
2026 Q1	$191K	Hold	15,060	–	–	0.09%	171
2025 Q4	$204K	Hold	15,060	–	–	0.09%	164
2025 Q3	$206K	Hold	15,060	–	–	0.09%	167
2025 Q2	$221K	Hold	15,060	–	–	0.11%	156
2025 Q1	$228K	Hold	15,060	–	–	0.13%	151
2024 Q4	$228K	Hold	15,060	–	–	0.13%	151
2024 Q3	$228K	Hold	15,060	–	–	0.14%	148
2024 Q2	$237K	Hold	15,060	–	–	0.16%	125
2024 Q1	$250K	Hold	15,060	–	–	0.19%	107
2023 Q4	$227K	Hold	15,060	–	–	0.19%	102
2023 Q3	$221K	Hold	15,060	–	–	0.2%	93
2023 Q2	$203K	Hold	15,060	–	–	0.19%	105
2023 Q1	$204K	Hold	15,060	–	–	0.21%	93
2022 Q4	$198K	Buy	+15,060	New	+$198K	0.22%	101

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Core Wealth Partners's GBDC Position: Q2 2026 in Review

Core Wealth Partners held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 15,060 shares worth $194K. The position accounts for 0.08% of the portfolio, ranked #184.

Core Wealth Partners first reported a position in GBDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $250K in Q1 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Core Wealth Partners held 15,060 shares of Golub Capital BDC worth $194K as of Q2 2026.
Core Wealth Partners left its Golub Capital BDC share count unchanged in Q2 2026.
Golub Capital BDC made up 0.08% of Core Wealth Partners's portfolio in Q2 2026, its #184 holding.
Core Wealth Partners first reported a position in Golub Capital BDC in Q4 2022 and has held it in 15 quarters since.
Core Wealth Partners's Golub Capital BDC position peaked at $250K in Q1 2024.
317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.