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

Nova 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 Q2	$29.9K	Hold	3,150	–	–	0.02%	282
2026 Q1	$28K	Hold	3,150	–	–	0.02%	263
2025 Q4	$29.2K	Hold	3,150	–	–	0.02%	243
2025 Q3	$32K	Hold	3,150	–	–	0.02%	247
2025 Q2	$35.4K	Hold	3,150	–	–	0.03%	245
2025 Q1	$36.6K	Buy	3,150 +475	+18%	+$5.94K	0.03%	232
2024 Q4	$32.4K	Buy	+2,675	New	+$35.1K	0.03%	197

Other funds holding GSBD

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Nova Wealth Management's GSBD Position: Q2 2026 in Review

Nova Wealth Management held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 3,150 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #282.

Nova Wealth Management first reported a position in GSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.6K in Q1 2025. 22 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Nova Wealth Management held 3,150 shares of Goldman Sachs BDC worth $29.9K as of Q2 2026.
Nova Wealth Management left its Goldman Sachs BDC share count unchanged in Q2 2026.
Goldman Sachs BDC made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #282 holding.
Nova Wealth Management first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Goldman Sachs BDC position peaked at $36.6K in Q1 2025.
22 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.