Westmount Partners’s Goldman Sachs BDC GSBD Stock Holding History

Westmount 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
2026 Q2	$140K	Sell	14,790 -220	-1%	-$2.04K	0.03%	257
2026 Q1	$133K	Buy	15,010 +220	+1%	+$2.03K	0.03%	256
2025 Q4	$137K	Hold	14,790	–	–	0.03%	240
2025 Q3	$148K	Hold	14,790	–	–	0.04%	239
2025 Q2	$166K	Hold	14,790	–	–	0.05%	242
2025 Q1	$172K	Hold	14,790	–	–	0.05%	235
2024 Q4	$179K	Hold	14,790	–	–	0.05%	211
2024 Q3	$204K	Hold	14,790	–	–	0.06%	215
2024 Q2	$224K	Hold	14,790	–	–	0.07%	191
2024 Q1	$222K	Hold	14,790	–	–	0.08%	190
2023 Q4	$217K	Hold	14,790	–	–	0.09%	180
2023 Q3	$215K	Hold	14,790	–	–	0.09%	173
2023 Q2	$205K	Hold	14,790	–	–	0.09%	173
2023 Q1	$202K	Sell	14,790 -4,417	-23%	-$65.9K	0.09%	171
2022 Q4	$264K	Buy	+19,207	New	+$289K	0.14%	143

Other funds holding GSBD

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return