Carson Wealth (CWM LLC)
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$94K Buy
6,836
+34
+0.5% +$468 ﹤0.01% 2777
2025
Q1 		$110K Buy
6,802
+302
+5% +$4.88K ﹤0.01% 2352
2024
Q4 		$117K Buy
+6,500
New +$117K ﹤0.01% 2179