Meridian Wealth Management
GSBD icon

Meridian Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Meridian Wealth Management’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
2026
Q3 		$530K Sell
58,273
-20,804
-26% -$196K 0.02% 523
2026
Q2 		$750K Sell
79,077
-9,147
-10% -$85K 0.02% 445
2026
Q1 		$783K Sell
88,224
-41,598
-32% -$384K 0.03% 404
2025
Q4 		$1.2M Sell
129,822
-198,617
-60% -$1.95M 0.04% 318
2025
Q3 		$3.34M Buy
328,439
+17,890
+6% +$203K 0.13% 150
2025
Q2 		$3.49M Sell
310,549
-2,742
-0.9% -$30.2K 0.15% 147
2025
Q1 		$3.64M Buy
313,291
+34,833
+13% +$436K 0.18% 130
2024
Q4 		$3.37M Buy
278,458
+26,793
+11% +$352K 0.16% 134
2024
Q3 		$3.46M Sell
251,665
-2,929
-1% -$42.6K 0.17% 129
2024
Q2 		$3.83M Buy
+254,594
New +$3.91M 0.46% 52
2024
Q1 		– Sell
-194,620
Closed -$2.85M – 330
2023
Q4 		$2.85M Sell
194,620
-37,921
-16% -$550K 0.18% 130
2023
Q3 		$3.39M Buy
232,541
+20,987
+10% +$302K 0.21% 100
2023
Q2 		$2.93M Buy
211,554
+11,204
+6% +$152K 0.25% 86
2023
Q1 		$2.73M Buy
200,350
+32,658
+19% +$488K 0.24% 97
2022
Q4 		$2.3M Sell
167,692
-54,101
-24% -$813K 0.23% 109
2022
Q3 		$3.2M Buy
221,793
+7,197
+3% +$122K 0.34% 63
2022
Q2 		$3.6M Buy
214,596
+807
+0.4% +$14.9K 0.29% 84
2022
Q1 		$4.19M Buy
213,789
+16,622
+8% +$328K 0.46% 44
2021
Q4 		$3.78M Buy
197,167
+12,556
+7% +$238K 0.4% 49
2021
Q3 		$3.39M Buy
184,611
+29,957
+19% +$573K 0.42% 45
2021
Q2 		$3.03M Buy
+154,654
New +$3.06M 0.39% 54

Other funds holding GSBD

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LC
Lalia Capital New York $230M AUM 12.99% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 34.85% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Meridian Wealth Management's GSBD Position: Q3 2026 in Review

Meridian Wealth Management reduced its Goldman Sachs BDC (GSBD) stake by 26% in Q3 2026, selling an estimated $196K and leaving 58,273 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #523.

Meridian Wealth Management first reported a position in GSBD in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.19M in Q1 2022. 172 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Meridian Wealth Management held 58,273 shares of Goldman Sachs BDC worth $530K as of Q3 2026.
  • Meridian Wealth Management sold 20,804 Goldman Sachs BDC shares in Q3 2026, an estimated $196K.
  • Goldman Sachs BDC made up 0.02% of Meridian Wealth Management's portfolio in Q3 2026, its #523 holding.
  • Meridian Wealth Management first reported a position in Goldman Sachs BDC in Q2 2021 and has held it in 21 quarters since.
  • Meridian Wealth Management's Goldman Sachs BDC position peaked at $4.19M in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.