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GWM
Geneos Wealth Management’s
Goldman Sachs BDC
GSBD
Stock Holding History
Geneos Wealth Management’s Portfolio
GSBD Stock Details
GSBD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-42
Closed
-$578
–
2920
2024
Q3
$578
Buy
+42
New
+$610
﹤0.01%
2535
2019
Q1
–
Sell
-855
Closed
-$16K
–
2438
2018
Q4
$16K
Hold
855
–
–
﹤0.01%
1593
2018
Q3
$18K
Hold
855
–
–
﹤0.01%
1617
2018
Q2
$17K
Hold
855
–
–
﹤0.01%
1518
2018
Q1
$16K
Hold
855
–
–
﹤0.01%
1477
2017
Q4
$18K
Hold
855
–
–
﹤0.01%
1426
2017
Q3
$19K
Hold
855
–
–
﹤0.01%
1334
2017
Q2
$19K
Hold
855
–
–
﹤0.01%
1295
2017
Q1
$21K
Sell
855
-815
-49%
-$19.8K
﹤0.01%
1215
2016
Q4
$39K
Hold
1,670
–
–
0.01%
926
2016
Q3
$36K
Hold
1,670
–
–
﹤0.01%
926
2016
Q2
$33K
Hold
1,670
–
–
﹤0.01%
946
2016
Q1
$32K
Buy
+1,670
New
+$31.4K
﹤0.01%
943
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1-Year Est. Return
ACM
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$8.58B AUM
23.43%
1-Year Est. Return
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$432B AUM
29.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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