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Beaumont Financial Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Beaumont Financial Advisors’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 		$109K Buy
10,373
+343
+3% +$3.82K 0.01% 379
2026
Q1 		$110K Buy
+10,030
New +$118K 0.01% 367

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

Beaumont Financial Advisors's CGBD Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Carlyle Secured Lending (CGBD) stake by 3.4% in Q2 2026, buying an estimated $3.82K and bringing the position to 10,373 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #379.

Beaumont Financial Advisors first reported a position in CGBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $110K in Q1 2026. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Beaumont Financial Advisors held 10,373 shares of Carlyle Secured Lending worth $109K as of Q2 2026.
  • Beaumont Financial Advisors bought 343 Carlyle Secured Lending shares in Q2 2026, an estimated $3.82K.
  • Carlyle Secured Lending made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #379 holding.
  • Beaumont Financial Advisors first reported a position in Carlyle Secured Lending in Q1 2026 and has held it in 2 quarters since.
  • Beaumont Financial Advisors's Carlyle Secured Lending position peaked at $110K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.