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Concurrent Investment Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-20,000
Closed -$250K – 1950
2025
Q4 		$250K Buy
+20,000
New +$249K ﹤0.01% 1512

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Concurrent Investment Advisors's CGBD Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 20,000 shares — an estimated $250K sold.

Concurrent Investment Advisors first reported a position in CGBD in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 20,000 Carlyle Secured Lending shares in Q1 2026, an estimated $250K.
  • Concurrent Investment Advisors first reported a position in Carlyle Secured Lending in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Carlyle Secured Lending position peaked at $250K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.