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

Activest 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 Q2	$111K	Sell
2025 Q1	$222K	Hold
2024 Q4	$246K	Hold
2024 Q3	$233K	Hold
2024 Q2	$243K	Buy