Geneos Wealth Management’s Golub Capital BDC GBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $645K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $703K | Sell |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $969K | Buy |
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|
2020
Q2 | $835K | Buy |
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|
2020
Q1 | $736K | Buy |
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|
2019
Q4 | $986K | Buy |
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|
2019
Q3 | $923K | Buy |
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|
2019
Q2 | $857K | Buy |
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|
2019
Q1 | $850K | Buy |
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|
2018
Q4 | $742K | Buy |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $595K | Buy |
|
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|
2018
Q1 | $551K | Buy |
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|
2017
Q4 | $549K | Buy |
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|
2017
Q3 | $489K | Sell |
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|
2017
Q2 | $512K | Buy |
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|
2017
Q1 | $504K | Buy |
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|
2016
Q4 | $382K | Buy |
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|
2016
Q3 | $360K | Buy |
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|
2016
Q2 | $330K | Buy |
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|
2016
Q1 | $273K | Buy |
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