AWM
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Apollon Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Apollon 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
Q3 		– Sell
-32,590
Closed -$446K – 1326
2025
Q2 		$446K Buy
32,590
+8,707
+36% +$124K 0.01% 843
2025
Q1 		$386K Sell
23,883
-6,503
-21% -$115K 0.01% 855
2024
Q4 		$545K Buy
30,386
+10,538
+53% +$182K 0.01% 719
2024
Q3 		$337K Buy
+19,848
New +$343K 0.01% 875

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CL
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RCM
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Invesco
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Two Sigma Investments
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Bank of America
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UBS Group
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Mariner
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