GWP
CG icon

Gateway Wealth Partners’s Carlyle Group CG Stock Holding History

Gateway Wealth Partners’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 		$264K Buy
+5,460
New +$301K 0.01% 805

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Gateway Wealth Partners's CG Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Carlyle Group (CG) in Q1 2026: 5,460 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Gateway Wealth Partners held 5,460 shares of Carlyle Group worth $264K as of Q1 2026.
  • Carlyle Group was a new Gateway Wealth Partners position in Q1 2026.
  • Carlyle Group made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #805 holding.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.