Pursue Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History

Pursue Wealth Partners’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 Q3	–	Sell	-63,753	Closed	-$717K	–	116
2025 Q2	$717K	Sell	63,753 -42,429	-40%	-$468K	0.41%	55
2025 Q1	$1.23M	Sell	106,182 -53,890	-34%	-$674K	0.75%	40
2024 Q4	$1.94M	Sell	160,072 -294,399	-65%	-$3.87M	1.11%	26
2024 Q3	$6.25M	Sell	454,471 -32,250	-7%	-$469K	3.42%	7
2024 Q2	$7.32M	Sell	486,721 -37,500	-7%	-$576K	3.99%	5
2024 Q1	$7.85M	Sell	524,221 -24,409	-4%	-$369K	4.62%	6
2023 Q4	$8.04M	Sell	548,630 -43,992	-7%	-$638K	5.2%	3
2023 Q3	$8.63M	Sell	592,622 -30,000	-5%	-$432K	6.11%	2
2023 Q2	$8.63M	Sell	622,622 -33,846	-5%	-$460K	5.42%	2
2023 Q1	$8.96M	Sell	656,468 -24,900	-4%	-$372K	6.12%	2
2022 Q4	$9.35M	Hold	681,368	–	–	7.22%	1
2022 Q3	$9.85M	Sell	681,368 -10,030	-1%	-$170K	7.08%	1
2022 Q2	$11.6M	Hold	691,398	–	–	7.39%	1
2022 Q1	$13.7M	Buy	+691,398	New	+$13.7M	5.66%	2

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBP

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

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Pursue Wealth Partners's GSBD Position: Q3 2025 in Review

Pursue Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 63,753 shares — an estimated $717K sold.

Pursue Wealth Partners first reported a position in GSBD in Q1 2022 and held it in 14 quarters. The position peaked at $13.7M in Q1 2022. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

Pursue Wealth Partners reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
Pursue Wealth Partners sold 63,753 Goldman Sachs BDC shares in Q3 2025, an estimated $717K.
Pursue Wealth Partners first reported a position in Goldman Sachs BDC in Q1 2022 and held it in 14 quarters.
Pursue Wealth Partners's Goldman Sachs BDC position peaked at $13.7M in Q1 2022.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Pursue Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.