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Visionary Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Visionary Wealth Advisors’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
Q2 		$96.9K Buy
+10,218
New +$94.9K ﹤0.01% 658
2025
Q4 		– Sell
-10,589
Closed -$108K – 618
2025
Q3 		$108K Buy
10,589
+103
+1% +$1.17K 0.01% 586
2025
Q2 		$118K Sell
10,486
-414
-4% -$4.56K 0.01% 560
2025
Q1 		$127K Sell
10,900
-153
-1% -$1.91K 0.01% 530
2024
Q4 		$134K Buy
+11,053
New +$145K 0.01% 527

Other funds holding GSBD

Goldman Sachs
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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Visionary Wealth Advisors's GSBD Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 10,218 shares worth $96.9K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in GSBD as recently as Q3 2025.

Visionary Wealth Advisors first reported a position in GSBD in Q4 2024 and has held it in 5 quarters since. The position peaked at $134K in Q4 2024. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Visionary Wealth Advisors held 10,218 shares of Goldman Sachs BDC worth $96.9K as of Q2 2026.
  • Goldman Sachs BDC was a new Visionary Wealth Advisors position in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #658 holding.
  • Visionary Wealth Advisors first reported a position in Goldman Sachs BDC in Q4 2024 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's Goldman Sachs BDC position peaked at $134K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.