Wealthcare Advisory Partners’s Goldman Sachs BDC GSBD Stock Holding History

Wealthcare Advisory Partners’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
2025 Q2	–	Sell	-10,369	Closed	-$121K	–	987
2025 Q1	$121K	Sell	10,369 -750	-7%	-$9.38K	﹤0.01%	886
2024 Q4	$135K	Buy	+11,119	New	+$146K	﹤0.01%	871
2021 Q3	–	Sell	-11,032	Closed	-$216K	–	557
2021 Q2	$216K	Buy	11,032 +5,516	+100%	+$109K	0.01%	508
2021 Q1	$107K	Buy	+5,516	New	+$103K	0.01%	646

Other funds holding GSBD

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

UBP

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

GAM

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wealthcare Advisory Partners's GSBD Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of Goldman Sachs BDC (GSBD) in Q2 2025, closing a stake of 10,369 shares — an estimated $121K sold.

Wealthcare Advisory Partners first reported a position in GSBD in Q1 2021 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 224 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

Wealthcare Advisory Partners reported no remaining Goldman Sachs BDC position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,369 Goldman Sachs BDC shares in Q2 2025, an estimated $121K.
Wealthcare Advisory Partners first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 4 quarters.
Wealthcare Advisory Partners's Goldman Sachs BDC position peaked at $216K in Q2 2021.
224 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.