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Global Wealth Management Investment Advisory’s Golub Capital BDC GBDC Stock Holding History

Global Wealth Management Investment Advisory’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
2026
Q2 		$1.3M Buy
101,186
+3,038
+3% +$39.6K 0.19% 90
2026
Q1 		$1.24M Buy
98,148
+14,495
+17% +$186K 0.19% 87
2025
Q4 		$1.14M Buy
83,653
+4,525
+6% +$62.7K 0.18% 93
2025
Q3 		$1.08M Buy
79,128
+4,940
+7% +$72.7K 0.18% 99
2025
Q2 		$1.09M Buy
74,188
+4,320
+6% +$62.9K 0.2% 95
2025
Q1 		$1.06M Sell
69,868
-2,681
-4% -$41.1K 0.21% 93
2024
Q4 		$1.1M Buy
72,549
+6,629
+10% +$101K 0.23% 92
2024
Q3 		$996K Buy
65,920
+22,304
+51% +$337K 0.22% 93
2024
Q2 		$685K Buy
43,616
+2,145
+5% +$35.2K 0.16% 102
2024
Q1 		$690K Buy
41,471
+548
+1% +$8.56K 0.17% 99
2023
Q4 		$618K Buy
40,923
+17
+0% +$250 0.16% 104
2023
Q3 		$600K Buy
40,906
+2,889
+8% +$41K 0.17% 106
2023
Q2 		$513K Buy
38,017
+2,468
+7% +$32.8K 0.14% 111
2023
Q1 		$482K Buy
35,549
+2,260
+7% +$30.5K 0.15% 106
2022
Q4 		$438K Buy
33,289
+2,327
+8% +$30.7K 0.14% 107
2022
Q3 		$384K Buy
30,962
+3,547
+13% +$48.3K 0.14% 105
2022
Q2 		$355K Buy
27,415
+3,936
+17% +$56.3K 0.12% 111
2022
Q1 		$357K Buy
23,479
+3,487
+17% +$54K 0.11% 113
2021
Q4 		$309K Buy
19,992
+3,734
+23% +$57.8K 0.09% 121
2021
Q3 		$257K Buy
16,258
+3,658
+29% +$57.5K 0.08% 122
2021
Q2 		$194K Buy
12,600
+5,222
+71% +$81K 0.06% 129
2021
Q1 		$108K Buy
7,378
+900
+14% +$13.2K 0.04% 157
2020
Q4 		$92K Buy
6,478
+328
+5% +$4.48K 0.04% 146
2020
Q3 		$81K Buy
6,150
+10
+0.2% +$125 0.04% 144
2020
Q2 		$72K Buy
6,140
+2,426
+65% +$27.3K 0.03% 164
2020
Q1 		$46K Buy
3,714
+3,593
+2,969% +$58.9K 0.02% 173
2019
Q4 		$2K Hold
121
– – ﹤0.01% 511
2019
Q3 		$2K Buy
+121
New +$2.17K ﹤0.01% 513

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Wealth Management Investment Advisory's GBDC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Golub Capital BDC (GBDC) stake by 3.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 101,186 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #90.

Global Wealth Management Investment Advisory first reported a position in GBDC in Q3 2019 and has held it in 28 quarters since. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Global Wealth Management Investment Advisory held 101,186 shares of Golub Capital BDC worth $1.3M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 3,038 Golub Capital BDC shares in Q2 2026, an estimated $39.6K.
  • Golub Capital BDC made up 0.19% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #90 holding.
  • Global Wealth Management Investment Advisory first reported a position in Golub Capital BDC in Q3 2019 and has held it in 28 quarters since.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.