GI
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GAMMA Investing’s Carlyle Group CG Stock Holding History

GAMMA Investing’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
Q3 		$342K Buy
8,615
+837
+11% +$37.9K 0.01% 940
2026
Q2 		$328K Sell
7,778
-1,284
-14% -$60.3K 0.01% 903
2026
Q1 		$439K Buy
9,062
+48
+0.5% +$2.65K 0.02% 633
2025
Q4 		$533K Buy
9,014
+450
+5% +$25.6K 0.03% 516
2025
Q3 		$537K Buy
8,564
+522
+6% +$32.6K 0.03% 488
2025
Q2 		$413K Buy
8,042
+1,778
+28% +$76.6K 0.03% 546
2025
Q1 		$273K Buy
6,264
+801
+15% +$39.7K 0.02% 620
2024
Q4 		$276K Buy
5,463
+509
+10% +$25.8K 0.02% 567
2024
Q3 		$213K Buy
4,954
+466
+10% +$19.6K 0.02% 595
2024
Q2 		$180K Buy
4,488
+3,332
+288% +$144K 0.02% 528
2024
Q1 		$54.2K Buy
1,156
+215
+23% +$9.29K 0.01% 991
2023
Q4 		$37.7K Buy
+941
New +$31K 0.01% 1076

Other funds holding CG

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GAMMA Investing's CG Position: Q3 2026 in Review

GAMMA Investing increased its Carlyle Group (CG) stake by 11% in Q3 2026, buying an estimated $37.9K and bringing the position to 8,615 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #940.

GAMMA Investing first reported a position in CG in Q4 2023 and has held it in 12 quarters since. The position peaked at $537K in Q3 2025. 16 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • GAMMA Investing held 8,615 shares of Carlyle Group worth $342K as of Q3 2026.
  • GAMMA Investing bought 837 Carlyle Group shares in Q3 2026, an estimated $37.9K.
  • Carlyle Group made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #940 holding.
  • GAMMA Investing first reported a position in Carlyle Group in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Carlyle Group position peaked at $537K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.