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Golub Capital BDC shares owned by Castle Wealth Management

Quarter-by-quarter ownership of Golub Capital BDC (GBDC) shares owned by Castle Wealth Management from 13F filings

Historical chart of Castle Wealth Management investment in Golub Capital BDC

Tip: Access up to 7 years of quarterly data

All positions including Golub Capital BDC held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Golub Capital BDC by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 22k 13.69
2025-06-30 $249k 17k 14.65
2022-09-30 $51k 4.1k 12.32
2022-06-30 $53k 4.1k 12.91

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Shares Represent (IAUM)
Microsoft Corporation (MSFT)

View all positions for Castle Wealth Management

Top funds holding Golub Capital BDC

OTR - Nominee Name for The State Teachers Retirement Board of Ohio
CI Private Wealth
Van Eck Associates Corp.
Allen Investment Management
Northeast Financial Consultants
Sound Income Strategies
Sage Mountain Advisors
Rockefeller Capital Management
Morgan Stanley
Generali Asset Management SPA SGR
Ares Management
Jpmorgan Chase & Co
HighTower Advisors
OMERS Administration Corporation
UBS Group

View all funds holding Golub Capital BDC