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GK Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

GK Wealth 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
2026
Q2 		$203K Buy
+16,008
New +$203K 0.11% 219
2026
Q1 		– Sell
-13,135
Closed -$186K – 69
2025
Q4 		$186K Buy
+13,135
New +$188K 0.12% 184

Other funds holding BIZD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

GK Wealth Management's BIZD Position: Q2 2026 in Review

GK Wealth Management opened a new position in VanEck BDC Income ETF (BIZD) in Q2 2026: 16,008 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #219 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in BIZD as recently as Q4 2025.

GK Wealth Management first reported a position in BIZD in Q4 2025 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

  • GK Wealth Management held 16,008 shares of VanEck BDC Income ETF worth $203K as of Q2 2026.
  • VanEck BDC Income ETF was a new GK Wealth Management position in Q2 2026.
  • VanEck BDC Income ETF made up 0.11% of GK Wealth Management's portfolio in Q2 2026, its #219 holding.
  • GK Wealth Management first reported a position in VanEck BDC Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.