GA
CGBD icon

GFS Advisors’s Carlyle Secured Lending CGBD Stock Holding History

GFS Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-49,700
Closed -$621K – 163
2025
Q4 		$621K Hold
49,700
– – 0.07% 120
2025
Q3 		$621K Hold
49,700
– – 0.08% 111
2025
Q2 		$680K Buy
+49,700
New +$707K 0.09% 104
2025
Q1 		– Sell
-49,700
Closed -$891K – 124
2024
Q4 		$891K Buy
+49,700
New +$858K 0.14% 93
2024
Q3 		– Sell
-25,856
Closed -$882K – 122
2024
Q2 		$882K Sell
25,856
-23,844
-48% -$414K 0.14% 97
2024
Q1 		$809K Buy
49,700
+32,750
+193% +$513K 0.13% 96
2023
Q4 		$254K Hold
16,950
– – 0.04% 136
2023
Q3 		$246K Buy
+16,950
New +$254K 0.04% 140

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return