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Beacon Capital Management LLC (Tennessee)’s Carlyle Group CG Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-91
Closed -$3.97K – 1088
2025
Q1 		$3.97K Buy
+91
New +$4.51K ﹤0.01% 820

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Beacon Capital Management LLC (Tennessee)'s CG Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 91 shares — an estimated $3.97K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CG in Q1 2025 and held it in 1 quarter. The position peaked at $3.97K in Q1 2025. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 91 Carlyle Group shares in Q2 2025, an estimated $3.97K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Carlyle Group in Q1 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Carlyle Group position peaked at $3.97K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.