Group One Trading
CGBD icon

Group One Trading’s Carlyle Secured Lending CGBD Stock Holding History

Group One Trading’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 		$174K Buy
+15,903
New +$188K 0.01% 4231
2025
Q4 		– Hold
0
– – – 8416
2025
Q3 		– Hold
0
– – – 8685
2025
Q2 		– Hold
0
– – – 8238
2025
Q1 		– Sell
-294
Closed -$5.19K – 7878
2024
Q4 		$5.27K Buy
294
+180
+158% +$3.11K ﹤0.01% 6393
2024
Q3 		$1.94K Sell
114
-5,123
-98% -$88.4K ﹤0.01% 6153
2024
Q2 		$92.9K Buy
+5,237
New +$90.9K ﹤0.01% 4021
2024
Q1 		– Sell
-1,406
Closed -$22K – 7321
2023
Q4 		$21K Buy
+1,406
New +$20.4K ﹤0.01% 5717
2023
Q3 		– Hold
0
– – – 7908
2023
Q2 		– Hold
0
– – – 7906
2023
Q1 		– Hold
0
– – – 7451
2022
Q4 		– Sell
-10
Closed -$134 – 7493
2022
Q3 		$0 Hold
10
– – ﹤0.01% 7776
2022
Q2 		$0 Sell
10
-90
-90% -$1.26K ﹤0.01% 8059
2022
Q1 		$1K Buy
+100
New +$1.42K ﹤0.01% 7808
2020
Q3 		– Hold
0
– – – 6231
2020
Q2 		– Hold
0
– – – 5931

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return