GRP
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Global Retirement Partners’s Carlyle Group CG Stock Holding History

Global Retirement 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
2025
Q4 		$442K Buy
7,485
+6,574
+722% +$373K 0.01% 1013
2025
Q3 		$57.1K Buy
911
+409
+81% +$25.6K ﹤0.01% 1824
2025
Q2 		$25.8K Buy
+502
New +$21.6K ﹤0.01% 2145
2024
Q4 		$45.4K Buy
900
+41
+5% +$2.08K ﹤0.01% 1658
2024
Q3 		$37K Buy
859
+73
+9% +$3.06K ﹤0.01% 1702
2024
Q2 		$31.6K Sell
786
-60
-7% -$2.59K ﹤0.01% 1767
2024
Q1 		$39.7K Buy
846
+247
+41% +$10.7K ﹤0.01% 1504
2023
Q4 		$23K Buy
599
+141
+31% +$4.64K ﹤0.01% 1693
2023
Q3 		$13.7K Sell
458
-12
-3% -$387 ﹤0.01% 1821
2023
Q2 		$15K Sell
470
-23
-5% -$672 ﹤0.01% 1803
2023
Q1 		$14.7K Buy
493
+15
+3% +$500 ﹤0.01% 1771
2022
Q4 		$14.3K Buy
478
+132
+38% +$3.77K ﹤0.01% 1625
2022
Q3 		$10K Buy
346
+46
+15% +$1.51K ﹤0.01% 1675
2022
Q2 		$10K Sell
300
-400
-57% -$15.3K ﹤0.01% 1616
2022
Q1 		$25K Buy
+700
New +$33.5K ﹤0.01% 1258
2021
Q4 		– Sell
-179
Closed -$8K – 476
2021
Q3 		$8K Buy
179
+1
+0.6% +$48 ﹤0.01% 1474
2021
Q2 		$8K Buy
178
+1
+0.6% +$43 ﹤0.01% 1430
2021
Q1 		$7K Buy
177
+1
+0.6% +$35 ﹤0.01% 1376
2020
Q4 		$6K Buy
176
+2
+1% +$56 ﹤0.01% 1390
2020
Q3 		$4K Buy
174
+1
+0.6% +$27 ﹤0.01% 1352
2020
Q2 		$5K Buy
173
+2
+1% +$51 ﹤0.01% 1281
2020
Q1 		$4K Buy
171
+1
+0.6% +$29 ﹤0.01% 1264
2019
Q4 		$5K Buy
170
+2
+1% +$57 ﹤0.01% 1323
2019
Q3 		$4K Buy
168
+3
+2% +$72 ﹤0.01% 1331
2019
Q2 		$4K Buy
+165
New +$3.4K ﹤0.01% 1317

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Global Retirement Partners's CG Position: Q4 2025 in Review

Global Retirement Partners increased its Carlyle Group (CG) stake by 722% in Q4 2025, buying an estimated $373K and bringing the position to 7,485 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #1013.

Global Retirement Partners first reported a position in CG in Q2 2019 and has held it in 25 quarters since. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Global Retirement Partners held 7,485 shares of Carlyle Group worth $442K as of Q4 2025.
  • Global Retirement Partners bought 6,574 Carlyle Group shares in Q4 2025, an estimated $373K.
  • Carlyle Group made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1013 holding.
  • Global Retirement Partners first reported a position in Carlyle Group in Q2 2019 and has held it in 25 quarters since.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.