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HB Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

HB Wealth Management’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
2025
Q4 		– Sell
-13,940
Closed -$174K – 1414
2025
Q3 		$174K Buy
13,940
+2,150
+18% +$29.5K ﹤0.01% 1286
2025
Q2 		$161K Hold
11,790
– – ﹤0.01% 1122
2025
Q1 		$191K Hold
11,790
– – ﹤0.01% 1145
2024
Q4 		$211K Hold
11,790
– – ﹤0.01% 962
2024
Q3 		$200K Hold
11,790
– – ﹤0.01% 899
2024
Q2 		$209K Hold
11,790
– – ﹤0.01% 834
2024
Q1 		$192K Hold
11,790
– – ﹤0.01% 802
2023
Q4 		$176K Hold
11,790
– – ﹤0.01% 754
2023
Q3 		$171K Hold
11,790
– – ﹤0.01% 727
2023
Q2 		$172K Sell
11,790
-45,931
-80% -$639K ﹤0.01% 693
2023
Q1 		$786K Sell
57,721
-104,503
-64% -$1.54M 0.01% 327
2022
Q4 		$2.32M Hold
162,224
– – 0.04% 181
2022
Q3 		$1.86M Hold
162,224
– – 0.04% 185
2022
Q2 		$2.06M Hold
162,224
– – 0.04% 172
2022
Q1 		$2.33M Buy
+162,224
New +$2.3M 0.04% 165

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

HB Wealth Management's CGBD Position: Q4 2025 in Review

HB Wealth Management sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 13,940 shares — an estimated $174K sold.

HB Wealth Management first reported a position in CGBD in Q1 2022 and held it in 15 quarters. The position peaked at $2.33M in Q1 2022. 151 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • HB Wealth Management reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • HB Wealth Management sold 13,940 Carlyle Secured Lending shares in Q4 2025, an estimated $174K.
  • HB Wealth Management first reported a position in Carlyle Secured Lending in Q1 2022 and held it in 15 quarters.
  • HB Wealth Management's Carlyle Secured Lending position peaked at $2.33M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on HB Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.