Geneos Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $34.2K | Buy |
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|
2025
Q1 | $55.6K | Buy |
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|
2024
Q4 | $3.84K | Hold |
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|
2024
Q3 | $3.27K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $64K | Buy |
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