Cerity Partners
CGBD icon

Cerity Partners’s Carlyle Secured Lending CGBD Stock Holding History

Cerity 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
2026
Q2 		$213K Buy
+20,231
New +$225K ﹤0.01% 3016
2025
Q4 		– Sell
-11,146
Closed -$139K – 2895
2025
Q3 		$139K Buy
11,146
+448
+4% +$6.15K ﹤0.01% 2576
2025
Q2 		$146K Buy
10,698
+193
+2% +$2.75K ﹤0.01% 2426
2025
Q1 		$170K Buy
+10,505
New +$186K ﹤0.01% 2251
2023
Q2 		– Sell
-19,794
Closed -$270K – 1693
2023
Q1 		$270K Buy
19,794
+7
+0% +$103 ﹤0.01% 1579
2022
Q4 		$283K Buy
19,787
+418
+2% +$5.58K ﹤0.01% 1166
2022
Q3 		$222K Buy
19,369
+370
+2% +$5.02K ﹤0.01% 1018
2022
Q2 		$241K Buy
18,999
+319
+2% +$4.48K ﹤0.01% 1006
2022
Q1 		$269K Buy
18,680
+310
+2% +$4.39K ﹤0.01% 766
2021
Q4 		$252K Buy
18,370
+306
+2% +$4.24K ﹤0.01% 846
2021
Q3 		$242K Buy
+18,064
New +$247K 0.01% 612
2020
Q1 		– Sell
-13,071
Closed -$175K – 448
2019
Q4 		$175K Buy
+13,071
New +$181K 0.01% 515
2018
Q4 		– Sell
-49,457
Closed -$826K – 520
2018
Q3 		$826K Buy
49,457
+26,975
+120% +$466K 0.06% 268
2018
Q2 		$383K Buy
+22,482
New +$400K 0.03% 373

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners's CGBD Position: Q2 2026 in Review

Cerity Partners opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 20,231 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #3016 among its holdings. This is a return to the name: Cerity Partners previously reported a position in CGBD as recently as Q3 2025.

Cerity Partners first reported a position in CGBD in Q2 2018 and has held it in 14 quarters since. The position peaked at $826K in Q3 2018. 129 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Cerity Partners held 20,231 shares of Carlyle Secured Lending worth $213K as of Q2 2026.
  • Carlyle Secured Lending was a new Cerity Partners position in Q2 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3016 holding.
  • Cerity Partners first reported a position in Carlyle Secured Lending in Q2 2018 and has held it in 14 quarters since.
  • Cerity Partners's Carlyle Secured Lending position peaked at $826K in Q3 2018.
  • 129 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.