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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

STRS Ohio
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OMERS Administration Corp
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Northeast Financial Consultants
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. 285 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.
  • 285 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.