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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$446K Buy
32,590
+8,707
+36% +$119K 0.01% 843
2025
Q1 		$386K Sell
23,883
-6,503
-21% -$105K 0.01% 855
2024
Q4 		$545K Buy
30,386
+10,538
+53% +$189K 0.01% 719
2024
Q3 		$337K Buy
+19,848
New +$337K 0.01% 875