Golden State Wealth Management’s Carlyle Group CG Stock Holding History

Golden State Wealth Management’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
2026 Q2	$25.3K	Hold	600	–	–	﹤0.01%	903
2026 Q1	$29K	Hold	600	–	–	﹤0.01%	822
2025 Q4	$35.5K	Buy	600 +50	+9%	+$2.84K	﹤0.01%	775
2025 Q3	$34.5K	Buy	550 +50	+10%	+$3.12K	﹤0.01%	770
2025 Q2	$25.7K	Hold	500	–	–	﹤0.01%	817
2025 Q1	$21.8K	Hold	500	–	–	﹤0.01%	782
2024 Q4	$25.2K	Buy	+500	New	+$25.3K	﹤0.01%	711
2020 Q2	–	Sell	-500	Closed	-$11K	–	296
2020 Q1	$11K	Buy	+500	New	+$14.4K	﹤0.01%	601
2019 Q4	–	Sell	-735	Closed	-$19K	–	185
2019 Q3	$19K	Buy	735 +505	+220%	+$12.1K	0.01%	619
2019 Q2	$5K	Sell	230 -5,697	-96%	-$117K	﹤0.01%	865
2019 Q1	$108K	Buy	+5,927	New	+$108K	0.04%	312

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Golden State Wealth Management's CG Position: Q2 2026 in Review

Golden State Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 600 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Golden State Wealth Management first reported a position in CG in Q1 2019 and has held it in 11 quarters since. The position peaked at $108K in Q1 2019. 584 funds tracked by Wall St. Rank hold CG as of Q2 2026.

Golden State Wealth Management held 600 shares of Carlyle Group worth $25.3K as of Q2 2026.
Golden State Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
Carlyle Group made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #903 holding.
Golden State Wealth Management first reported a position in Carlyle Group in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Carlyle Group position peaked at $108K in Q1 2019.
584 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.