Continuum Advisory’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.47K Buy
+130
New +$6.11K ﹤0.01% 1447
2025
Q1
Sell
-32
Closed -$1.62K 1715
2024
Q4
$1.62K Sell
32
-3
-9% -$152 ﹤0.01% 1487
2024
Q3
$1.79K Sell
35
-14
-29% -$587 ﹤0.01% 1473
2024
Q2
$1.97K Hold
49
﹤0.01% 1305
2024
Q1
$2.08K Buy
+49
New +$2.12K ﹤0.01% 1290

Other funds holding CG

Continuum Advisory's CG Position: Q2 2026 in Review

Continuum Advisory opened a new position in Carlyle Group (CG) in Q2 2026: 130 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CG as recently as Q4 2024.

Continuum Advisory first reported a position in CG in Q1 2024 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Continuum Advisory held 130 shares of Carlyle Group worth $5.47K as of Q2 2026.
  • Carlyle Group was a new Continuum Advisory position in Q2 2026.
  • Carlyle Group made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1447 holding.
  • Continuum Advisory first reported a position in Carlyle Group in Q1 2024 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.