Bright Futures Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Bright Futures 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 Q1	–	Sell	-111,522	Closed	-$1.39M	–	191
2025 Q4	$1.39M	Buy	111,522 +15,048	+16%	+$187K	1.03%	30
2025 Q3	$1.21M	Buy	+96,474	New	+$1.32M	0.94%	36
2025 Q1	$805K	Sell	57,064 -4,244	-7%	-$74.9K	0.88%	39
2024 Q4	$1.12M	Sell	61,308 -758	-1%	-$13.1K	1%	33
2024 Q3	$1.06M	Buy	62,066 +5,987	+11%	+$103K	0.51%	60
2024 Q2	$948K	Buy	56,079 +2,473	+5%	+$42.9K	0.51%	52
2024 Q1	$973K	Buy	+53,606	New	+$840K	0.53%	54

Other funds holding CGBD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bright Futures Wealth Management's CGBD Position: Q1 2026 in Review

Bright Futures Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 111,522 shares — an estimated $1.39M sold.

Bright Futures Wealth Management first reported a position in CGBD in Q1 2024 and held it in 7 quarters. The position peaked at $1.39M in Q4 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

Bright Futures Wealth Management reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
Bright Futures Wealth Management sold 111,522 Carlyle Secured Lending shares in Q1 2026, an estimated $1.39M.
Bright Futures Wealth Management first reported a position in Carlyle Secured Lending in Q1 2024 and held it in 7 quarters.
Bright Futures Wealth Management's Carlyle Secured Lending position peaked at $1.39M in Q4 2025.
153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.