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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
2026
Q2 		$705K Buy
+66,980
New +$746K 0.01% 871
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

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Apollon Wealth Management's CGBD Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 66,980 shares worth $705K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in CGBD as recently as Q2 2025.

Apollon Wealth Management first reported a position in CGBD in Q3 2024 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Apollon Wealth Management held 66,980 shares of Carlyle Secured Lending worth $705K as of Q2 2026.
  • Carlyle Secured Lending was a new Apollon Wealth Management position in Q2 2026.
  • Carlyle Secured Lending made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #871 holding.
  • Apollon Wealth Management first reported a position in Carlyle Secured Lending in Q3 2024 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.