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

Arista 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
Q4 		– Sell
-17,573
Closed -$220K – 261
2025
Q3 		$220K Hold
17,573
– – 0.03% 242
2025
Q2 		$240K Buy
+17,573
New +$250K 0.03% 204

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Arista Wealth Management's CGBD Position: Q4 2025 in Review

Arista Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 17,573 shares — an estimated $220K sold.

Arista Wealth Management first reported a position in CGBD in Q2 2025 and held it in 2 quarters. The position peaked at $240K in Q2 2025. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Arista Wealth Management reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 17,573 Carlyle Secured Lending shares in Q4 2025, an estimated $220K.
  • Arista Wealth Management first reported a position in Carlyle Secured Lending in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Carlyle Secured Lending position peaked at $240K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.