CCWM
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Cassaday & Co Wealth Management’s Carlyle Group CG Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Buy
+5,363
New +$276K 0.01% 286