Position in GSBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,866
-$10,824 QoQ
Shares Held
10,218
-3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 206 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Visionary Wealth Advisors holds $6,592,915 across 17 Asset Management names. GSBD ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMF |
Templeton Emerging Markets Fund
|
48,580 | $1,128,027 | |
| 2 | UTG |
Reaves Utility Income Fund
|
17,366 | $707,143 | |
| 3 | BX |
Blackstone Inc.
|
5,275 | $620,709 | |
| 4 | KKR |
KKR & Co. Inc.
|
6,447 | $591,705 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
36,896 | $510,271 | |
| 6 | RJF |
Raymond James Financial Inc
|
3,355 | $510,060 | |
| 7 | FSK |
FS KKR Capital Corp
|
30,210 | $317,205 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
28,859 | $313,697 |
All Filings in GSBD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,866 | 10,218 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $107,690 | 10,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $117,967 | 10,486 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $126,767 | 10,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $133,741 | 11,053 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||