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Tcg Bdc shares owned by Prosperity Planning

Quarter-by-quarter ownership of Tcg Bdc (CGBD) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

All positions including Tcg Bdc held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcg Bdc by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $195k 18k 10.69

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avan Us Valu Etf (AVMV)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds MRNGSTR MD CP GR (VOT)
Vanguard Index Fds MRNGSTR SML CP V (VBR)

View all positions for Prosperity Planning

Top funds holding Tcg Bdc

Creative Planning
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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
Caz Investments

View all funds holding Tcg Bdc