Superior Planning, LLC’s Carlyle Group CG Stock Holding History

Superior Planning, LLC’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.45K	Buy	+213	New	+$9.7K	﹤0.01%	990

Other funds holding CG

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Superior Planning, LLC's CG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Carlyle Group (CG) in Q3 2026: 213 shares worth $8.45K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings.

400 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Superior Planning, LLC held 213 shares of Carlyle Group worth $8.45K as of Q3 2026.
Carlyle Group was a new Superior Planning, LLC position in Q3 2026.
Carlyle Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #990 holding.
400 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.