Global Retirement Partners’s Carlyle Secured Lending CGBD Stock Holding History

Global Retirement Partners’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 Q2	$160K	Buy	+15,205	New	+$169K	﹤0.01%	1729
2025 Q4	$993K	Sell	79,467 -9,441	-11%	-$118K	0.02%	670
2025 Q3	$1.11M	Buy	88,908 +7,455	+9%	+$102K	0.02%	513
2025 Q2	$1.11M	Buy	+81,453	New	+$1.16M	0.03%	482
2024 Q4	$898K	Buy	50,093 +1,679	+3%	+$29K	0.03%	479
2024 Q3	$822K	Sell	48,414 -81	-0.2%	-$1.4K	0.02%	490
2024 Q2	$860K	Buy	48,495 +1,787	+4%	+$31K	0.03%	456
2024 Q1	$760K	Buy	46,708 +3,944	+9%	+$61.8K	0.03%	423
2023 Q4	$656K	Buy	+42,764	New	+$622K	0.03%	430

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Global Retirement Partners's CGBD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Carlyle Secured Lending (CGBD) in Q2 2026: 15,205 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGBD as recently as Q4 2025.

Global Retirement Partners first reported a position in CGBD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

Global Retirement Partners held 15,205 shares of Carlyle Secured Lending worth $160K as of Q2 2026.
Carlyle Secured Lending was a new Global Retirement Partners position in Q2 2026.
Carlyle Secured Lending made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1729 holding.
Global Retirement Partners first reported a position in Carlyle Secured Lending in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's Carlyle Secured Lending position peaked at $1.11M in Q2 2025.
142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.