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Prosperity Planning’s Goldman Sachs BDC GSBD Stock Holding History

Prosperity Planning’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
Q3 		$134K Buy
+14,752
New +$139K 0.03% 119

Other funds holding GSBD

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Prosperity Planning's GSBD Position: Q3 2026 in Review

Prosperity Planning opened a new position in Goldman Sachs BDC (GSBD) in Q3 2026: 14,752 shares worth $134K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings.

9 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Prosperity Planning held 14,752 shares of Goldman Sachs BDC worth $134K as of Q3 2026.
  • Goldman Sachs BDC was a new Prosperity Planning position in Q3 2026.
  • Goldman Sachs BDC made up 0.03% of Prosperity Planning's portfolio in Q3 2026, its #119 holding.
  • 9 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.