Creative Planning’s Carlyle Secured Lending CGBD Stock Holding History

Creative Planning’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 Q2	$32.5M	Sell	3,086,927 -145,059	-4%	-$1.62M	0.02%	334
2026 Q1	$35.4M	Sell	3,231,986 -234,044	-7%	-$2.76M	0.02%	280
2025 Q4	$43.3M	Sell	3,466,030 -1,165,420	-25%	-$14.5M	0.03%	223
2025 Q3	$57.9M	Sell	4,631,450 -284,885	-6%	-$3.91M	0.04%	163
2025 Q2	$67.3M	Buy	4,916,335 +44,062	+0.9%	+$627K	0.06%	136
2025 Q1	$78.8M	Buy	4,872,273 +4,858,884	+36,290%	+$85.8M	0.07%	112
2024 Q4	$240K	Buy	+13,389	New	+$231K	﹤0.01%	2840
2021 Q2	–	Sell	-12,560	Closed	-$166K	–	2159
2021 Q1	$166K	Buy	+12,560	New	+$152K	﹤0.01%	2145

Other funds holding CGBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Creative Planning's CGBD Position: Q2 2026 in Review

Creative Planning reduced its Carlyle Secured Lending (CGBD) stake by 4.5% in Q2 2026, selling an estimated $1.62M and leaving 3,086,927 shares worth $32.5M. The position accounts for 0.02% of the portfolio, ranked #334.

Creative Planning first reported a position in CGBD in Q1 2021 and has held it in 8 quarters since. The position peaked at $78.8M in Q1 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Creative Planning held 3,086,927 shares of Carlyle Secured Lending worth $32.5M as of Q2 2026.
Creative Planning sold 145,059 Carlyle Secured Lending shares in Q2 2026, an estimated $1.62M.
Carlyle Secured Lending made up 0.02% of Creative Planning's portfolio in Q2 2026, its #334 holding.
Creative Planning first reported a position in Carlyle Secured Lending in Q1 2021 and has held it in 8 quarters since.
Creative Planning's Carlyle Secured Lending position peaked at $78.8M in Q1 2025.
142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.