Corient Private Wealth
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Corient Private Wealth’s Carlyle Secured Lending CGBD Stock Holding History

Corient Private Wealth’s Portfolio CGBD Stock Details CGBD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.66M Buy
2025
Q2 		$2.29M Buy
2023
Q4 		– Sell
2023
Q3 		$149K Sell
2023
Q2 		$155K Sell
2023
Q1 		$162K Sell
2022
Q4 		$177K Buy