GM
GBDC icon

GeoWealth Management’s Golub Capital BDC GBDC Stock Holding History

GeoWealth Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,616
Closed -$237K – 1345
2024
Q4 		$237K Buy
15,616
+15,450
+9,307% +$236K 0.01% 698
2024
Q3 		$2.51K Buy
+166
New +$2.51K ﹤0.01% 1543

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

GeoWealth Management's GBDC Position: Q1 2025 in Review

GeoWealth Management sold out of Golub Capital BDC (GBDC) in Q1 2025, closing a stake of 15,616 shares — an estimated $237K sold.

GeoWealth Management first reported a position in GBDC in Q3 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 337 funds tracked by Wall St. Rank hold GBDC as of Q1 2025.

  • GeoWealth Management reported no remaining Golub Capital BDC position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 15,616 Golub Capital BDC shares in Q1 2025, an estimated $237K.
  • GeoWealth Management first reported a position in Golub Capital BDC in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Golub Capital BDC position peaked at $237K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2025.

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