GWSG
CG icon

GPS Wealth Strategies Group’s Carlyle Group CG Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-6
Closed -$377 – 712
2025
Q3 		$377 Hold
6
– – ﹤0.01% 1543
2025
Q2 		$308 Buy
6
+5
+500% +$215 ﹤0.01% 1523
2025
Q1 		$44 Buy
+1
New +$50 ﹤0.01% 1489
2023
Q4 		– Sell
-300
Closed -$9.05K – 1254
2023
Q3 		$9.05K Hold
300
– – ﹤0.01% 857
2023
Q2 		$9.59K Hold
300
– – ﹤0.01% 851
2023
Q1 		$9.32K Buy
+300
New +$10K ﹤0.01% 855
2022
Q4 		– Sell
-300
Closed -$8K – 270
2022
Q3 		$8K Hold
300
– – ﹤0.01% 803
2022
Q2 		$9K Buy
+300
New +$11.5K ﹤0.01% 777

Other funds holding CG

BlackRock
BlackRock New York $5.7T 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 $74.9B 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 $134B 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 $22.1B AUM 51.63% 1-Year Est. Return