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Tcg Bdc shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $102k 9.7k 10.53
2026-03-31 $825k 75k 10.94
2025-12-31 $834k 67k 12.49
2025-09-30 $777k 62k 12.50
2025-06-30 $18k 1.3k 13.68

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Schwab 1000 Index Etf Etf (SCHK)
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State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
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Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
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Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Tcg Bdc

Creative Planning
Morgan Stanley
Van Eck Associates Corp.
UBS Group
Rsm Us Wealth Management
Invesco
Lalia Capital
Russell Investments
Muzinich & Co
North Ground Capital
Legal & General Group
Mariner Wealth Advisors
Citadel Advisors
Sumitomo Mitsui Trust Holdings
Diameter Capital Partners

View all funds holding Tcg Bdc