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Harbor Asset Planning’s Goldman Sachs BDC GSBD Stock Holding History

Harbor Asset Planning’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-400
Closed -$4.07K – 443
2025
Q3 		$4.07K Hold
400
– – ﹤0.01% 370
2025
Q2 		$4.5K Buy
+400
New +$4.41K ﹤0.01% 366

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harbor Asset Planning's GSBD Position: Q4 2025 in Review

Harbor Asset Planning sold out of Goldman Sachs BDC (GSBD) in Q4 2025, closing a stake of 400 shares — an estimated $4.07K sold.

Harbor Asset Planning first reported a position in GSBD in Q2 2025 and held it in 2 quarters. The position peaked at $4.5K in Q2 2025. 210 funds tracked by Wall St. Rank hold GSBD as of Q4 2025.

  • Harbor Asset Planning reported no remaining Goldman Sachs BDC position as of Q4 2025 after selling out during the quarter.
  • Harbor Asset Planning sold 400 Goldman Sachs BDC shares in Q4 2025, an estimated $4.07K.
  • Harbor Asset Planning first reported a position in Goldman Sachs BDC in Q2 2025 and held it in 2 quarters.
  • Harbor Asset Planning's Goldman Sachs BDC position peaked at $4.5K in Q2 2025.
  • 210 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2025.

Based on Harbor Asset Planning's 13F filing for Q4 2025, filed 26 Jan 2026.