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

Perigon 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
2025
Q1 		– Sell
-12,070
Closed -$150K – 1057
2024
Q4 		$150K Sell
12,070
-23,872
-66% -$313K ﹤0.01% 1007
2024
Q3 		$495K Sell
35,942
-473
-1% -$6.87K 0.01% 624
2024
Q2 		$547K Buy
36,415
+4,890
+16% +$75.1K 0.02% 512
2024
Q1 		$472K Buy
+31,525
New +$477K 0.01% 550

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's GSBD Position: Q1 2025 in Review

Perigon Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q1 2025, closing a stake of 12,070 shares — an estimated $150K sold.

Perigon Wealth Management first reported a position in GSBD in Q1 2024 and held it in 4 quarters. The position peaked at $547K in Q2 2024. 227 funds tracked by Wall St. Rank hold GSBD as of Q1 2025.

  • Perigon Wealth Management reported no remaining Goldman Sachs BDC position as of Q1 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 12,070 Goldman Sachs BDC shares in Q1 2025, an estimated $150K.
  • Perigon Wealth Management first reported a position in Goldman Sachs BDC in Q1 2024 and held it in 4 quarters.
  • Perigon Wealth Management's Goldman Sachs BDC position peaked at $547K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.