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 Q2	–	Sell	-5,460	Closed	-$264K	–	780
2026 Q1	$264K	Buy	+5,460	New	+$301K	0.01%	805

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Gateway Wealth Partners's CG Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 5,460 shares — an estimated $264K sold.

Gateway Wealth Partners first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Gateway Wealth Partners reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 5,460 Carlyle Group shares in Q2 2026, an estimated $264K.
Gateway Wealth Partners first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
Gateway Wealth Partners's Carlyle Group position peaked at $264K in Q1 2026.
588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.