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 		$1.1M Buy
100,500
+99,400
+9,036% +$1.17M ﹤0.01% 2618
2025
Q4 		$13.7K Sell
1,100
-2,400
-69% -$29.9K ﹤0.01% 6619
2025
Q3 		$43.8K Buy
3,500
+1,300
+59% +$17.8K ﹤0.01% 6076
2025
Q2 		$30.1K Buy
2,200
+1,200
+120% +$17.1K ﹤0.01% 5976
2025
Q1 		$16.2K Buy
+1,000
New +$17.7K ﹤0.01% 5956
2024
Q3 		– Sell
-6,600
Closed -$117K – 6705
2024
Q2 		$117K Sell
6,600
-1,100
-14% -$19.1K ﹤0.01% 3841
2024
Q1 		$125K Buy
7,700
+100
+1% +$1.57K ﹤0.01% 3958
2023
Q4 		$114K Buy
+7,600
New +$111K ﹤0.01% 4345
2023
Q3 		– Sell
-500
Closed -$7.28K – 7694
2023
Q2 		$7.28K Sell
500
-500
-50% -$6.96K ﹤0.01% 6550
2023
Q1 		$13.6K Buy
1,000
+200
+25% +$2.94K ﹤0.01% 5764
2022
Q4 		$11.4K Buy
800
+500
+167% +$6.68K ﹤0.01% 5963
2022
Q3 		$3K Buy
+300
New +$4.07K ﹤0.01% 7001
2022
Q2 		– Sell
-100
Closed -$1K – 7880
2022
Q1 		$1K Buy
+100
New +$1.42K ﹤0.01% 7809

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 $666B 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 $124B 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

Group One Trading's CGBD Position: Q1 2026 in Review

Group One Trading opened a new position in Carlyle Secured Lending (CGBD) in Q1 2026: 15,903 shares worth $174K. The stake represents ﹤0.01% of the portfolio and ranks #4231 among its holdings. This is a return to the name: Group One Trading previously reported a position in CGBD as recently as Q4 2024.

Group One Trading first reported a position in CGBD in Q1 2022 and has held it in 8 quarters since. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Group One Trading held 15,903 shares of Carlyle Secured Lending worth $174K as of Q1 2026.
  • Carlyle Secured Lending was a new Group One Trading position in Q1 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #4231 holding.
  • Group One Trading first reported a position in Carlyle Secured Lending in Q1 2022 and has held it in 8 quarters since.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.