DWM
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Darwin Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Darwin Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,200
Closed -$21.5K – 620
2025
Q1 		$21.5K Hold
1,200
– – 0.01% 296
2024
Q4 		$21.5K Buy
+1,200
New +$21.5K 0.01% 296