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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 $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

GFS Advisors's CGBD Position: Q1 2026 in Review

GFS Advisors sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 49,700 shares — an estimated $621K sold.

GFS Advisors first reported a position in CGBD in Q3 2023 and held it in 8 quarters. The position peaked at $891K in Q4 2024. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • GFS Advisors reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • GFS Advisors sold 49,700 Carlyle Secured Lending shares in Q1 2026, an estimated $621K.
  • GFS Advisors first reported a position in Carlyle Secured Lending in Q3 2023 and held it in 8 quarters.
  • GFS Advisors's Carlyle Secured Lending position peaked at $891K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on GFS Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.