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National Wealth Management Group’s Golub Capital BDC GBDC Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-18,236
Closed -$286K – 155
2024
Q2 		$286K Buy
+18,236
New +$299K 0.22% 105

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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

National Wealth Management Group's GBDC Position: Q3 2024 in Review

National Wealth Management Group sold out of Golub Capital BDC (GBDC) in Q3 2024, closing a stake of 18,236 shares — an estimated $286K sold.

National Wealth Management Group first reported a position in GBDC in Q2 2024 and held it in 1 quarter. The position peaked at $286K in Q2 2024. 284 funds tracked by Wall St. Rank hold GBDC as of Q3 2024.

  • National Wealth Management Group reported no remaining Golub Capital BDC position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 18,236 Golub Capital BDC shares in Q3 2024, an estimated $286K.
  • National Wealth Management Group first reported a position in Golub Capital BDC in Q2 2024 and held it in 1 quarter.
  • National Wealth Management Group's Golub Capital BDC position peaked at $286K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.