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Mission Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Mission Wealth 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
2024
Q4 		– Sell
-11,263
Closed -$170K – 687
2024
Q3 		$170K Sell
11,263
-950
-8% -$14.3K ﹤0.01% 647
2024
Q2 		$192K Sell
12,213
-1,000
-8% -$16.4K 0.01% 622
2024
Q1 		$220K Buy
13,213
+350
+3% +$5.47K 0.01% 625
2023
Q4 		$194K Hold
12,863
– – 0.01% 562
2023
Q3 		$189K Buy
12,863
+50
+0.4% +$709 0.01% 523
2023
Q2 		$173K Hold
12,813
– – 0.01% 529
2023
Q1 		$174K Buy
12,813
+250
+2% +$3.37K 0.01% 517
2022
Q4 		$165K Buy
12,563
+675
+6% +$8.9K 0.01% 496
2022
Q3 		$147K Hold
11,888
– – 0.01% 477
2022
Q2 		$154K Buy
11,888
+75
+0.6% +$1.07K 0.01% 480
2022
Q1 		$180K Hold
11,813
– – 0.01% 509
2021
Q4 		$182K Buy
11,813
+650
+6% +$10.1K 0.01% 520
2021
Q3 		$176K Hold
11,163
– – 0.01% 494
2021
Q2 		$172K Buy
+11,163
New +$173K 0.01% 474
2020
Q2 		– Sell
-11,874
Closed -$146K – 338
2020
Q1 		$146K Buy
+11,874
New +$194K 0.02% 286

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Mission Wealth Management's GBDC Position: Q4 2024 in Review

Mission Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2024, closing a stake of 11,263 shares — an estimated $170K sold.

Mission Wealth Management first reported a position in GBDC in Q1 2020 and held it in 15 quarters. The position peaked at $220K in Q1 2024. 326 funds tracked by Wall St. Rank hold GBDC as of Q4 2024.

  • Mission Wealth Management reported no remaining Golub Capital BDC position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 11,263 Golub Capital BDC shares in Q4 2024, an estimated $170K.
  • Mission Wealth Management first reported a position in Golub Capital BDC in Q1 2020 and held it in 15 quarters.
  • Mission Wealth Management's Golub Capital BDC position peaked at $220K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.