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Spire Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-1,796
Closed -$24.6K – 2377
2025
Q3 		$24.6K Hold
1,796
– – ﹤0.01% 1463
2025
Q2 		$26.3K Hold
1,796
– – ﹤0.01% 1416
2025
Q1 		$27.2K Hold
1,796
– – ﹤0.01% 1504
2024
Q4 		$27.2K Hold
1,796
– – ﹤0.01% 1513
2024
Q3 		$27.1K Hold
1,796
– – ﹤0.01% 1340
2024
Q2 		$28.2K Buy
+1,796
New +$29.5K ﹤0.01% 1309
2024
Q1 		– Sell
-1,796
Closed -$27.7K – 2347
2023
Q4 		$27.7K Hold
1,796
– – ﹤0.01% 1422
2023
Q3 		$26.3K Hold
1,796
– – ﹤0.01% 1402
2023
Q2 		$24.2K Hold
1,796
– – ﹤0.01% 1510
2023
Q1 		$24.4K Buy
+1,796
New +$24.2K ﹤0.01% 1544
2022
Q3 		– Sell
-1,796
Closed -$23K – 2336
2022
Q2 		$23K Buy
+1,796
New +$25.7K ﹤0.01% 1607
2022
Q1 		– Sell
-1,796
Closed -$28K – 2656
2021
Q4 		$28K Buy
+1,796
New +$27.8K ﹤0.01% 1989
2021
Q2 		– Sell
-1,796
Closed -$27K – 2718
2021
Q1 		$27K Buy
+1,796
New +$26.4K ﹤0.01% 2026

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's GBDC Position: Q4 2025 in Review

Spire Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2025, closing a stake of 1,796 shares — an estimated $24.6K sold.

Spire Wealth Management first reported a position in GBDC in Q1 2021 and held it in 13 quarters. The position peaked at $28.2K in Q2 2024. 355 funds tracked by Wall St. Rank hold GBDC as of Q4 2025.

  • Spire Wealth Management reported no remaining Golub Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,796 Golub Capital BDC shares in Q4 2025, an estimated $24.6K.
  • Spire Wealth Management first reported a position in Golub Capital BDC in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Golub Capital BDC position peaked at $28.2K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.