HB Wealth Management’s Carlyle Group CG Stock Holding History

HB 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
2025 Q3	$747K	Buy
2025 Q2	$580K	Sell
2025 Q1	$525K	Buy
2024 Q4	$575K	Buy
2024 Q3	$357K	Buy
2023 Q2	–	Sell
2023 Q1	$200K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Buy