Tcg Bdc shares owned by HB Wealth Management
Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Tcg Bdc
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Quarterly reported holdings in Tcg Bdc by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $174k | 14k | 12.50 |
| 2025-06-30 | $161k | 12k | 13.68 |
| 2025-03-31 | $191k | 12k | 16.18 |
| 2024-12-31 | $211k | 12k | 17.93 |
| 2024-09-30 | $200k | 12k | 16.97 |
| 2024-06-30 | $209k | 12k | 17.74 |
| 2024-03-31 | $192k | 12k | 16.28 |
| 2023-12-31 | $176k | 12k | 14.96 |
| 2023-09-30 | $171k | 12k | 14.50 |
| 2023-06-30 | $172k | 12k | 14.56 |
| 2023-03-31 | $786k | 58k | 13.62 |
| 2022-12-31 | $2.3M | 162k | 14.31 |
| 2022-09-30 | $1.9M | 162k | 11.44 |
| 2022-06-30 | $2.1M | 162k | 12.70 |
| 2022-03-31 | $2.3M | 162k | 14.39 |
More positions owned by HB Wealth Management
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