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PWP
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
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$133B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
AM
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Los Angeles, California
$1.52B AUM
12.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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