GeoWealth Management’s Belden BDC Stock Holding History

GeoWealth Management’s Portfolio BDC Stock Details BDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8	Closed	-$901	–	1127
2024 Q4	$901	Buy	8 +3	+60%	+$358	﹤0.01%	1705
2024 Q3	$585	Buy	+5	New	+$501	﹤0.01%	1625

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

GeoWealth Management's BDC Position: Q1 2025 in Review

GeoWealth Management sold out of Belden (BDC) in Q1 2025, closing a stake of 8 shares — an estimated $901 sold.

GeoWealth Management first reported a position in BDC in Q3 2024 and held it in 2 quarters. The position peaked at $901 in Q4 2024. 338 funds tracked by Wall St. Rank hold BDC as of Q1 2025.

GeoWealth Management reported no remaining Belden position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 8 Belden shares in Q1 2025, an estimated $901.
GeoWealth Management first reported a position in Belden in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Belden position peaked at $901 in Q4 2024.
338 funds tracked by Wall St. Rank held Belden as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.