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Aigen Investment Management’s Carlyle Secured Lending CGBD Stock Holding History

Aigen Investment 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
Q4 		– Sell
-19,117
Closed -$239K – 639
2025
Q3 		$239K Buy
19,117
+4,681
+32% +$64.3K 0.04% 609
2025
Q2 		$197K Buy
+14,436
New +$205K 0.03% 667
2021
Q2 		– Sell
-20,169
Closed -$266K – 505
2021
Q1 		$266K Sell
20,169
-1,926
-9% -$23.3K 0.04% 455
2020
Q4 		$227K Sell
22,095
-167
-0.8% -$1.66K 0.03% 641
2020
Q3 		$198K Sell
22,262
-34,520
-61% -$303K 0.03% 653
2020
Q2 		$487K Sell
56,782
-13,117
-19% -$102K 0.06% 466
2020
Q1 		$365K Buy
69,899
+26,933
+63% +$319K 0.05% 537
2019
Q4 		$575K Buy
+42,966
New +$595K 0.1% 293

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Aigen Investment Management's CGBD Position: Q4 2025 in Review

Aigen Investment Management sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 19,117 shares — an estimated $239K sold.

Aigen Investment Management first reported a position in CGBD in Q4 2019 and held it in 8 quarters. The position peaked at $575K in Q4 2019. 151 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Aigen Investment Management reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 19,117 Carlyle Secured Lending shares in Q4 2025, an estimated $239K.
  • Aigen Investment Management first reported a position in Carlyle Secured Lending in Q4 2019 and held it in 8 quarters.
  • Aigen Investment Management's Carlyle Secured Lending position peaked at $575K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.