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Cascade Financial Partners’s Carlyle Secured Lending CGBD Stock Holding History

Cascade Financial Partners’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
2025
Q3 		– Sell
-43,840
Closed -$600K – 264
2025
Q2 		$600K Buy
+43,840
New +$623K 0.07% 151

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Cascade Financial Partners's CGBD Position: Q3 2025 in Review

Cascade Financial Partners sold out of Carlyle Secured Lending (CGBD) in Q3 2025, closing a stake of 43,840 shares — an estimated $600K sold.

Cascade Financial Partners first reported a position in CGBD in Q2 2025 and held it in 1 quarter. The position peaked at $600K in Q2 2025. 149 funds tracked by Wall St. Rank hold CGBD as of Q3 2025.

  • Cascade Financial Partners reported no remaining Carlyle Secured Lending position as of Q3 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 43,840 Carlyle Secured Lending shares in Q3 2025, an estimated $600K.
  • Cascade Financial Partners first reported a position in Carlyle Secured Lending in Q2 2025 and held it in 1 quarter.
  • Cascade Financial Partners's Carlyle Secured Lending position peaked at $600K in Q2 2025.
  • 149 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2025.

Based on Cascade Financial Partners's 13F filing for Q3 2025, filed 21 Oct 2025.