Serenus Wealth Advisors, LLC
Position in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 2053695
SANTA MONICA, CA
Position in GBDC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$219,835
+$3,755 QoQ
Shares Held
17,068
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#224
of 316 holders
Holding Since
Dec 2024
7 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, 2026Serenus Wealth Advisors, LLC holds $840,715 across 2 Asset Management names. GBDC ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
22,119 | $620,880 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
This page
|
17,068 | $219,835 |
All Filings in GBDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,835 | 17,068 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $216,080 | 17,068 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $231,612 | 17,068 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $233,660 | 17,068 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $250,046 | 17,068 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $258,409 | 17,068 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $258,750 | 17,068 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||