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WR Wealth Planners’s Golub Capital BDC GBDC Stock Holding History

WR Wealth Planners’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 		$18.2K Hold
1,200
– – 0.01% 486
2024
Q3 		$18.1K Hold
1,200
– – 0.01% 509
2024
Q2 		$18.9K Buy
+1,200
New +$19.7K 0.01% 453

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

WR Wealth Planners's GBDC Position: Q4 2024 in Review

WR Wealth Planners held its Golub Capital BDC (GBDC) position steady in Q4 2024 at 1,200 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #486.

WR Wealth Planners first reported a position in GBDC in Q2 2024 and has held it in 3 quarters since. The position peaked at $18.9K in Q2 2024. 326 funds tracked by Wall St. Rank hold GBDC as of Q4 2024.

  • WR Wealth Planners held 1,200 shares of Golub Capital BDC worth $18.2K as of Q4 2024.
  • WR Wealth Planners left its Golub Capital BDC share count unchanged in Q4 2024.
  • Golub Capital BDC made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #486 holding.
  • WR Wealth Planners first reported a position in Golub Capital BDC in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Golub Capital BDC position peaked at $18.9K in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.