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GeoWealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

GeoWealth Management’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,784
Closed -$159K – 813
2025
Q2 		$159K Buy
+9,784
New +$153K 0.01% 713

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

GeoWealth Management's BIZD Position: Q3 2025 in Review

GeoWealth Management sold out of VanEck BDC Income ETF (BIZD) in Q3 2025, closing a stake of 9,784 shares — an estimated $159K sold.

GeoWealth Management first reported a position in BIZD in Q2 2025 and held it in 1 quarter. The position peaked at $159K in Q2 2025. 230 funds tracked by Wall St. Rank hold BIZD as of Q3 2025.

  • GeoWealth Management reported no remaining VanEck BDC Income ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,784 VanEck BDC Income ETF shares in Q3 2025, an estimated $159K.
  • GeoWealth Management first reported a position in VanEck BDC Income ETF in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's VanEck BDC Income ETF position peaked at $159K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.