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Focused Wealth Management, Inc → GBDC

Focused Wealth Management, Inc GBDC Position History

Golub Capital BDC, Inc. • Financial Services

Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$162K
Q1 2026$1.7M
Q2 2026$1.6M
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M126.0K——
Q2 2026$1.6M125.4K——
Q1 2026$1.7M131.8K——
Q4 2025$162K11.9K——

Other funds holding GBDC

Other Focused Wealth Management, Inc positions

STT-PG

SPDR SERIES TRUST

$191.5M
STT-PG

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VGES

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$159.2M
VGES

VANGUARD INDEX FDS

$156.8M
STT-PG

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$155.9M
STT-PG

SPDR SERIES TRUST

$147.1M
QQQ

INVESCO QQQ TR

$141.9M
QQQ

INVESCO QQQ TR

$138.7M
Focused Wealth Management, Inc GBDC Holdings: 13F Position History | Track13F