4WM
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44 Wealth Management’s Carlyle Group CG Stock Holding History

44 Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$833K Buy
16,212
+4,692
+41% +$241K 0.3% 106
2025
Q1 		$502K Buy
+11,520
New +$502K 0.19% 131