Wealth Enhancement Advisory Services’s Golub Capital BDC GBDC Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q2	$556K	Buy	43,021 +18,059	+72%	+$235K	﹤0.01%	2587
2026 Q1	$317K	Sell	24,962 -19,112	-43%	-$245K	﹤0.01%	2715
2025 Q4	$605K	Buy	44,074 +33,493	+317%	+$464K	﹤0.01%	2344
2025 Q3	$143K	Buy	+10,581	New	+$156K	﹤0.01%	3254
2024 Q1	–	Sell	-20,833	Closed	-$315K	–	2513
2023 Q4	$315K	Buy	+20,833	New	+$306K	﹤0.01%	1783

Other funds holding GBDC

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's GBDC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Golub Capital BDC (GBDC) stake by 72% in Q2 2026, buying an estimated $235K and bringing the position to 43,021 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Wealth Enhancement Advisory Services first reported a position in GBDC in Q4 2023 and has held it in 5 quarters since. The position peaked at $605K in Q4 2025. 50 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

Wealth Enhancement Advisory Services held 43,021 shares of Golub Capital BDC worth $556K as of Q2 2026.
Wealth Enhancement Advisory Services bought 18,059 Golub Capital BDC shares in Q2 2026, an estimated $235K.
Golub Capital BDC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2587 holding.
Wealth Enhancement Advisory Services first reported a position in Golub Capital BDC in Q4 2023 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's Golub Capital BDC position peaked at $605K in Q4 2025.
50 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.