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Plan A Wealth’s Golub Capital BDC GBDC Stock Holding History

Plan A Wealth’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
2025
Q2 		– Sell
-11,555
Closed -$175K – 159
2025
Q1 		$175K Buy
11,555
+467
+4% +$7.17K 0.14% 112
2024
Q4 		$168K Buy
+11,088
New +$169K 0.15% 89

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plan A Wealth's GBDC Position: Q2 2025 in Review

Plan A Wealth sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 11,555 shares — an estimated $175K sold.

Plan A Wealth first reported a position in GBDC in Q4 2024 and held it in 2 quarters. The position peaked at $175K in Q1 2025. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Plan A Wealth reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Plan A Wealth sold 11,555 Golub Capital BDC shares in Q2 2025, an estimated $175K.
  • Plan A Wealth first reported a position in Golub Capital BDC in Q4 2024 and held it in 2 quarters.
  • Plan A Wealth's Golub Capital BDC position peaked at $175K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Plan A Wealth's 13F filing for Q2 2025, filed 6 Nov 2025.