Wealth Enhancement Advisory Services
GSBD icon

Wealth Enhancement Advisory Services’s Goldman Sachs BDC GSBD Stock Holding History

Wealth Enhancement Advisory Services’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 		$286K Buy
+32,380
New +$301K ﹤0.01% 3249
2026
Q1 		– Sell
-37,083
Closed -$340K – 3718
2025
Q4 		$340K Hold
37,083
– – ﹤0.01% 2809
2025
Q3 		$364K Sell
37,083
-2,738
-7% -$31.1K ﹤0.01% 2621
2025
Q2 		$460K Buy
39,821
+283
+0.7% +$3.12K ﹤0.01% 2288
2025
Q1 		$460K Buy
+39,538
New +$494K ﹤0.01% 2125
2024
Q4 		– Sell
-30,356
Closed -$418K – 3021
2024
Q3 		$418K Buy
30,356
+10,161
+50% +$148K ﹤0.01% 1948
2024
Q2 		$304K Buy
+20,195
New +$310K ﹤0.01% 1970

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

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

Wealth Enhancement Advisory Services opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 32,380 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #3249 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in GSBD as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in GSBD in Q2 2024 and has held it in 7 quarters since. The position peaked at $460K in Q1 2025. 205 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,380 shares of Goldman Sachs BDC worth $286K as of Q2 2026.
  • Goldman Sachs BDC was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Goldman Sachs BDC made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3249 holding.
  • Wealth Enhancement Advisory Services first reported a position in Goldman Sachs BDC in Q2 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Goldman Sachs BDC position peaked at $460K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

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