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Tcg Bdc shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Tcg Bdc

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tcg Bdc by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 147k 12.49

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
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Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

Top funds holding Tcg Bdc

Creative Planning
Van Eck Associates Corp.
Rsm Us Wealth Management
Rivernorth Capital Management
Invesco
UBS Group
Muzinich & Co
Two Sigma Investments
Mariner Wealth Advisors
Sumitomo Mitsui Trust Holdings
Legal & General Group
BlackRock
Two Sigma Advisers
Susquehanna International
Rockefeller Capital Management

View all funds holding Tcg Bdc