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Guardian Financial Partners’s Carlyle Group CG Stock Holding History

Guardian Financial Partners’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
-3,323
Closed -$208K – 72
2025
Q3 		$208K Buy
+3,323
New +$208K 0.09% 62

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Guardian Financial Partners's CG Position: Q4 2025 in Review

Guardian Financial Partners sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 3,323 shares — an estimated $208K sold.

Guardian Financial Partners first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Guardian Financial Partners reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Guardian Financial Partners sold 3,323 Carlyle Group shares in Q4 2025, an estimated $208K.
  • Guardian Financial Partners first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
  • Guardian Financial Partners's Carlyle Group position peaked at $208K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Guardian Financial Partners's 13F filing for Q4 2025, filed 14 Jan 2026.