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Evolution Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Evolution Wealth Management’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
-1,218
Closed -$17.8K – 626
2025
Q2 		$17.8K Buy
+1,218
New +$17.7K 0.02% 299

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Evolution Wealth Management's GBDC Position: Q3 2025 in Review

Evolution Wealth Management sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 1,218 shares — an estimated $17.8K sold.

Evolution Wealth Management first reported a position in GBDC in Q2 2025 and held it in 1 quarter. The position peaked at $17.8K in Q2 2025. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Evolution Wealth Management reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1,218 Golub Capital BDC shares in Q3 2025, an estimated $17.8K.
  • Evolution Wealth Management first reported a position in Golub Capital BDC in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Golub Capital BDC position peaked at $17.8K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.