CFP
CG icon

Comprehensive Financial Planning’s Carlyle Group CG Stock Holding History

Comprehensive Financial Planning’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-51
Closed -$3.01K – 397
2025
Q4 		$3.01K Buy
+51
New +$2.9K ﹤0.01% 340

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Comprehensive Financial Planning's CG Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 51 shares — an estimated $3.01K sold.

Comprehensive Financial Planning first reported a position in CG in Q4 2025 and held it in 1 quarter. The position peaked at $3.01K in Q4 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 51 Carlyle Group shares in Q1 2026, an estimated $3.01K.
  • Comprehensive Financial Planning first reported a position in Carlyle Group in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Carlyle Group position peaked at $3.01K in Q4 2025.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.