Fisher Asset Management
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Fisher Asset Management’s Carlyle Secured Lending CGBD Stock Holding History

Fisher Asset 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 		$307K Buy
22,461
+199
+0.9% +$2.72K ﹤0.01% 883
2025
Q1 		$360K Buy
22,262
+1
+0% +$16 ﹤0.01% 859
2024
Q4 		$399K Hold
22,261
– – ﹤0.01% 807
2024
Q3 		$378K Buy
+22,261
New +$378K ﹤0.01% 798