Wealthfront Advisers
GBDC icon

Wealthfront Advisers’s Golub Capital BDC GBDC Stock Holding History

Wealthfront Advisers’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
2024
Q4 		– Sell
-13,282
Closed -$201K – 920
2024
Q3 		$201K Buy
13,282
+305
+2% +$4.6K ﹤0.01% 888
2024
Q2 		$204K Buy
12,977
+10
+0.1% +$164 ﹤0.01% 852
2024
Q1 		$216K Buy
+12,967
New +$203K ﹤0.01% 835

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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Wealthfront Advisers's GBDC Position: Q4 2024 in Review

Wealthfront Advisers sold out of Golub Capital BDC (GBDC) in Q4 2024, closing a stake of 13,282 shares — an estimated $201K sold.

Wealthfront Advisers first reported a position in GBDC in Q1 2024 and held it in 3 quarters. The position peaked at $216K in Q1 2024. 326 funds tracked by Wall St. Rank hold GBDC as of Q4 2024.

  • Wealthfront Advisers reported no remaining Golub Capital BDC position as of Q4 2024 after selling out during the quarter.
  • Wealthfront Advisers sold 13,282 Golub Capital BDC shares in Q4 2024, an estimated $201K.
  • Wealthfront Advisers first reported a position in Golub Capital BDC in Q1 2024 and held it in 3 quarters.
  • Wealthfront Advisers's Golub Capital BDC position peaked at $216K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2024.

Based on Wealthfront Advisers's 13F filing for Q4 2024, filed 7 Feb 2025.