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

UBP

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

HWAM

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

AAA

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

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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. 22 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.
22 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.