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GeoWealth Management’s Carlyle Group CG Stock Holding History

GeoWealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21
Closed -$1.06K – 1184
2024
Q4 		$1.06K Hold
21
– – ﹤0.01% 1693
2024
Q3 		$904 Buy
+21
New +$904 ﹤0.01% 1602