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Ethos Financial Group’s Carlyle Secured Lending CGBD Stock Holding History

Ethos Financial Group’s Portfolio CGBD Stock Details CGBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.38M Buy
174,172
+2,301
+1% +$31.5K 0.2% 110
2025
Q1 		$2.78M Buy
+171,871
New +$2.78M 0.27% 88