CWA Asset Management Group
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CWA Asset Management Group’s Golub Capital BDC GBDC Stock Holding History

CWA Asset Management Group’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
2025
Q3 		– Sell
-25,005
Closed -$366K – 683
2025
Q2 		$366K Buy
+25,005
New +$364K 0.02% 495

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Bank of America
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SIS
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SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA Asset Management Group's GBDC Position: Q3 2025 in Review

CWA Asset Management Group sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 25,005 shares — an estimated $366K sold.

CWA Asset Management Group first reported a position in GBDC in Q2 2025 and held it in 1 quarter. The position peaked at $366K in Q2 2025. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • CWA Asset Management Group reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 25,005 Golub Capital BDC shares in Q3 2025, an estimated $366K.
  • CWA Asset Management Group first reported a position in Golub Capital BDC in Q2 2025 and held it in 1 quarter.
  • CWA Asset Management Group's Golub Capital BDC position peaked at $366K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on CWA Asset Management Group's 13F filing for Q3 2025, filed 22 Oct 2025.