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Dogwood Wealth Management’s Carlyle Group CG Stock Holding History

Dogwood Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$473 – 874
2025
Q4 		$473 Hold
8
– – ﹤0.01% 663
2025
Q3 		$502 Buy
+8
New +$500 ﹤0.01% 648

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Dogwood Wealth Management's CG Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Carlyle Group (CG) in Q1 2026, closing a stake of 8 shares — an estimated $473 sold.

Dogwood Wealth Management first reported a position in CG in Q3 2025 and held it in 2 quarters. The position peaked at $502 in Q3 2025. 605 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Carlyle Group position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 8 Carlyle Group shares in Q1 2026, an estimated $473.
  • Dogwood Wealth Management first reported a position in Carlyle Group in Q3 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Carlyle Group position peaked at $502 in Q3 2025.
  • 605 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.