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CFO4Life Group’s Carlyle Secured Lending CGBD Stock Holding History

CFO4Life Group’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 		$129K Buy
12,277
+193
+2% +$2.15K 0.02% 233
2026
Q1 		$132K Buy
+12,084
New +$143K 0.02% 203
2019
Q4 		– Sell
-17,471
Closed -$252K – 138
2019
Q3 		$252K Buy
+17,471
New +$257K 0.11% 101

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CFO4Life Group's CGBD Position: Q2 2026 in Review

CFO4Life Group increased its Carlyle Secured Lending (CGBD) stake by 1.6% in Q2 2026, buying an estimated $2.15K and bringing the position to 12,277 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #233.

CFO4Life Group first reported a position in CGBD in Q3 2019 and has held it in 3 quarters since. The position peaked at $252K in Q3 2019. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • CFO4Life Group held 12,277 shares of Carlyle Secured Lending worth $129K as of Q2 2026.
  • CFO4Life Group bought 193 Carlyle Secured Lending shares in Q2 2026, an estimated $2.15K.
  • Carlyle Secured Lending made up 0.02% of CFO4Life Group's portfolio in Q2 2026, its #233 holding.
  • CFO4Life Group first reported a position in Carlyle Secured Lending in Q3 2019 and has held it in 3 quarters since.
  • CFO4Life Group's Carlyle Secured Lending position peaked at $252K in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.