Whalen Wealth Management’s Belden BDC Stock Holding History

Whalen Wealth Management’s Portfolio BDC Stock Details BDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,356	Closed	-$273K	–	186
2025 Q2	$273K	Buy	+2,356	New	+$248K	0.17%	149

Other funds holding BDC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whalen Wealth Management's BDC Position: Q3 2025 in Review

Whalen Wealth Management sold out of Belden (BDC) in Q3 2025, closing a stake of 2,356 shares — an estimated $273K sold.

Whalen Wealth Management first reported a position in BDC in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 336 funds tracked by Wall St. Rank hold BDC as of Q3 2025.

Whalen Wealth Management reported no remaining Belden position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 2,356 Belden shares in Q3 2025, an estimated $273K.
Whalen Wealth Management first reported a position in Belden in Q2 2025 and held it in 1 quarter.
Whalen Wealth Management's Belden position peaked at $273K in Q2 2025.
336 funds tracked by Wall St. Rank held Belden as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.