TrueMark Investments’s Goldman Sachs BDC GSBD Stock Holding History

TrueMark Investments’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 Q1	–	Sell	-97,151	Closed	-$902K	–	218
2025 Q4	$902K	Buy	+97,151	New	+$953K	0.17%	108
2025 Q1	–	Sell	-42,771	Closed	-$518K	–	232
2024 Q4	$518K	Sell	42,771 -45,053	-51%	-$592K	0.17%	102
2024 Q3	$1.21M	Sell	87,824 -7,852	-8%	-$114K	0.39%	78
2024 Q2	$1.44M	Buy	+95,676	New	+$1.47M	0.49%	74

Other funds holding GSBD

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

GAM

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

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

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

VanEck Associates New York $164B AUM 112.45% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TrueMark Investments's GSBD Position: Q1 2026 in Review

TrueMark Investments sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 97,151 shares — an estimated $902K sold.

TrueMark Investments first reported a position in GSBD in Q2 2024 and held it in 4 quarters. The position peaked at $1.44M in Q2 2024. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

TrueMark Investments reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
TrueMark Investments sold 97,151 Goldman Sachs BDC shares in Q1 2026, an estimated $902K.
TrueMark Investments first reported a position in Goldman Sachs BDC in Q2 2024 and held it in 4 quarters.
TrueMark Investments's Goldman Sachs BDC position peaked at $1.44M in Q2 2024.
200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.