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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$901 – 1127
2024
Q4 		$901 Buy
8
+3
+60% +$338 ﹤0.01% 1705
2024
Q3 		$585 Buy
+5
New +$585 ﹤0.01% 1625