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 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 $1.66T AUM 25.57% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Creative Planning's CGBD Position: Q1 2026 in Review

Creative Planning reduced its Carlyle Secured Lending (CGBD) stake by 6.8% in Q1 2026, selling an estimated $2.76M and leaving 3,231,986 shares worth $35.4M. The position accounts for 0.02% of the portfolio, ranked #280.

Creative Planning first reported a position in CGBD in Q1 2021 and has held it in 7 quarters since. The position peaked at $78.8M in Q1 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

Creative Planning held 3,231,986 shares of Carlyle Secured Lending worth $35.4M as of Q1 2026.
Creative Planning sold 234,044 Carlyle Secured Lending shares in Q1 2026, an estimated $2.76M.
Carlyle Secured Lending made up 0.02% of Creative Planning's portfolio in Q1 2026, its #280 holding.
Creative Planning first reported a position in Carlyle Secured Lending in Q1 2021 and has held it in 7 quarters since.
Creative Planning's Carlyle Secured Lending position peaked at $78.8M in Q1 2025.
153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.