Abound Wealth Management
CG icon

Abound Wealth Management’s Carlyle Group CG Stock Holding History

Abound Wealth Management’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 		– Sell
-128
Closed -$5.39K – 1463
2026
Q2 		$5.39K Buy
+128
New +$6.01K ﹤0.01% 588

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Abound Wealth Management's CG Position: Q3 2026 in Review

Abound Wealth Management sold out of Carlyle Group (CG) in Q3 2026, closing a stake of 128 shares — an estimated $5.39K sold.

Abound Wealth Management first reported a position in CG in Q2 2026 and held it in 1 quarter. The position peaked at $5.39K in Q2 2026. 232 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Abound Wealth Management reported no remaining Carlyle Group position as of Q3 2026 after selling out during the quarter.
  • Abound Wealth Management sold 128 Carlyle Group shares in Q3 2026, an estimated $5.39K.
  • Abound Wealth Management first reported a position in Carlyle Group in Q2 2026 and held it in 1 quarter.
  • Abound Wealth Management's Carlyle Group position peaked at $5.39K in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.