Corient Private Wealth
CGBD icon

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

Corient Private Wealth’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 		$1.92M Sell
175,301
-173,999
-50% -$2.05M ﹤0.01% 1297
2025
Q4 		$4.36M Buy
349,300
+56,455
+19% +$703K ﹤0.01% 1116
2025
Q3 		$3.66M Buy
292,845
+125,545
+75% +$1.72M 0.01% 827
2025
Q2 		$2.29M Buy
+167,300
New +$2.38M ﹤0.01% 980
2023
Q4 		– Sell
-10,264
Closed -$149K – 2262
2023
Q3 		$149K Sell
10,264
-409
-4% -$6.12K ﹤0.01% 1973
2023
Q2 		$155K Sell
10,673
-1,190
-10% -$16.6K ﹤0.01% 1923
2023
Q1 		$162K Sell
11,863
-513
-4% -$7.55K ﹤0.01% 1827
2022
Q4 		$177K Buy
+12,376
New +$165K ﹤0.01% 1508

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CL
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Invesco
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RCM
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UBS Group
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MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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