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1858 Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

1858 Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$479K Sell
38,343
-3,000
-7% -$41.2K 0.34% 56
2025
Q2 		$566K Buy
+41,343
New +$588K 0.42% 51

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1858 Wealth Management's CGBD Position: Q3 2025 in Review

1858 Wealth Management reduced its Carlyle Secured Lending (CGBD) stake by 7.3% in Q3 2025, selling an estimated $41.2K and leaving 38,343 shares worth $479K. The position accounts for 0.34% of the portfolio, ranked #56.

1858 Wealth Management first reported a position in CGBD in Q2 2025 and has held it in 2 quarters since. The position peaked at $566K in Q2 2025. 149 funds tracked by Wall St. Rank hold CGBD as of Q3 2025.

  • 1858 Wealth Management held 38,343 shares of Carlyle Secured Lending worth $479K as of Q3 2025.
  • 1858 Wealth Management sold 3,000 Carlyle Secured Lending shares in Q3 2025, an estimated $41.2K.
  • Carlyle Secured Lending made up 0.34% of 1858 Wealth Management's portfolio in Q3 2025, its #56 holding.
  • 1858 Wealth Management first reported a position in Carlyle Secured Lending in Q2 2025 and has held it in 2 quarters since.
  • 1858 Wealth Management's Carlyle Secured Lending position peaked at $566K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.