True Wealth Design’s Belden BDC Stock Holding History

True Wealth Design’s Portfolio BDC Stock Details BDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$121	–	2585
2025 Q3	$121	Hold	1	–	–	﹤0.01%	2415
2025 Q2	$116	Hold	1	–	–	﹤0.01%	2203
2025 Q1	$101	Buy	+1	New	+$111	﹤0.01%	2189

Other funds holding BDC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

True Wealth Design's BDC Position: Q4 2025 in Review

True Wealth Design sold out of Belden (BDC) in Q4 2025, closing a stake of 1 share — an estimated $121 sold.

True Wealth Design first reported a position in BDC in Q1 2025 and held it in 3 quarters. The position peaked at $121 in Q3 2025. 359 funds tracked by Wall St. Rank hold BDC as of Q4 2025.

True Wealth Design reported no remaining Belden position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 Belden share in Q4 2025, an estimated $121.
True Wealth Design first reported a position in Belden in Q1 2025 and held it in 3 quarters.
True Wealth Design's Belden position peaked at $121 in Q3 2025.
359 funds tracked by Wall St. Rank held Belden as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.