Position in GBDC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,312,320
+$421,663 QoQ
Shares Held
179,528
+20.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#83
of 317 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $162,318,024 across 50 Asset Management names. GBDC ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
870,719 | $98,992,043 | |
| 2 | BLK |
BlackRock, Inc.
|
8,826 | $8,486,728 | |
| 3 | KKR |
KKR & Co. Inc.
|
78,983 | $7,249,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
156,576 | $6,668,571 | |
| 5 | BX |
Blackstone Inc.
|
50,885 | $5,987,637 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
280,189 | $3,790,957 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
335,367 | $3,645,439 | |
| 8 | AMP |
Ameriprise Financial Inc
|
6,464 | $2,965,424 |
All Filings in GBDC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,312,320 | 179,528 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,890,657 | 149,341 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,677,862 | 123,645 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,414,272 | 249,399 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,840,268 | 193,875 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,802,411 | 251,150 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,849,321 | 253,913 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,568,211 | 236,149 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,041,987 | 384,595 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,094,282 | 125,934 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,138,220 | 141,604 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,541,435 | 105,074 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,355,278 | 100,391 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,142,836 | 84,280 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,143,577 | 86,898 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,220,780 | 259,950 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,523,797 | 117,577 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,477,342 | 491,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,526,670 | 357,945 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||