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Wealthedge Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Wealthedge Investment Advisors’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
2025
Q3 		– Sell
-72,995
Closed -$1.07M – 137
2025
Q2 		$1.07M Sell
72,995
-47,221
-39% -$687K 0.45% 67
2025
Q1 		$1.82M Buy
120,216
+66,551
+124% +$1.02M 0.82% 35
2024
Q4 		$814K Buy
+53,665
New +$819K 0.37% 74

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Wealthedge Investment Advisors's GBDC Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Golub Capital BDC (GBDC) in Q3 2025, closing a stake of 72,995 shares — an estimated $1.07M sold.

Wealthedge Investment Advisors first reported a position in GBDC in Q4 2024 and held it in 3 quarters. The position peaked at $1.82M in Q1 2025. 330 funds tracked by Wall St. Rank hold GBDC as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Golub Capital BDC position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 72,995 Golub Capital BDC shares in Q3 2025, an estimated $1.07M.
  • Wealthedge Investment Advisors first reported a position in Golub Capital BDC in Q4 2024 and held it in 3 quarters.
  • Wealthedge Investment Advisors's Golub Capital BDC position peaked at $1.82M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.