Carson Wealth (CWM LLC)
CGBD icon

Carson Wealth (CWM LLC)’s Carlyle Secured Lending CGBD Stock Holding History

Carson Wealth (CWM LLC)’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 		$622K Buy
56,873
+47,533
+509% +$561K ﹤0.01% 1853
2025
Q4 		$117K Sell
9,340
-430
-4% -$5.35K ﹤0.01% 2947
2025
Q3 		$122K Buy
9,770
+2,934
+43% +$40.3K ﹤0.01% 2820
2025
Q2 		$94K Buy
6,836
+34
+0.5% +$483 ﹤0.01% 2779
2025
Q1 		$110K Buy
6,802
+302
+5% +$5.33K ﹤0.01% 2354
2024
Q4 		$117K Buy
+6,500
New +$112K ﹤0.01% 2181

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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Carlyle Secured Lending (CGBD) stake by 509% in Q1 2026, buying an estimated $561K and bringing the position to 56,873 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Carson Wealth (CWM LLC) first reported a position in CGBD in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 56,873 shares of Carlyle Secured Lending worth $622K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,533 Carlyle Secured Lending shares in Q1 2026, an estimated $561K.
  • Carlyle Secured Lending made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1853 holding.
  • Carson Wealth (CWM LLC) first reported a position in Carlyle Secured Lending in Q4 2024 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.