Focus Partners Wealth
CGBD icon

Focus Partners Wealth’s Carlyle Secured Lending CGBD Stock Holding History

Focus Partners Wealth’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
Q2 		– Sell
-304,864
Closed -$3.34M – 2808
2026
Q1 		$3.34M Buy
304,864
+153,115
+101% +$1.81M ﹤0.01% 1089
2025
Q4 		$1.9M Buy
+151,749
New +$1.89M ﹤0.01% 1346

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Focus Partners Wealth's CGBD Position: Q2 2026 in Review

Focus Partners Wealth sold out of Carlyle Secured Lending (CGBD) in Q2 2026, closing a stake of 304,864 shares — an estimated $3.34M sold.

Focus Partners Wealth first reported a position in CGBD in Q4 2025 and held it in 2 quarters. The position peaked at $3.34M in Q1 2026. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Focus Partners Wealth reported no remaining Carlyle Secured Lending position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 304,864 Carlyle Secured Lending shares in Q2 2026, an estimated $3.34M.
  • Focus Partners Wealth first reported a position in Carlyle Secured Lending in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Carlyle Secured Lending position peaked at $3.34M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.