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Tcg Bdc shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $110k 10k 10.94

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Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
Rsm Us Wealth Management
Invesco
Rivernorth Capital Management
UBS Group
Muzinich & Co
Two Sigma Investments
Russell Investments
Legal & General Group
Mariner Wealth Advisors
Sumitomo Mitsui Trust Holdings
Toronto-Dominion Bank
Rockefeller Capital Management

View all funds holding Tcg Bdc