High Note Wealth’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
Other funds holding CG
High Note Wealth's CG Position: Q2 2026 in Review
High Note Wealth reduced its Carlyle Group (CG) stake by 26% in Q2 2026, selling an estimated $5.12K and leaving 308 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #355.
High Note Wealth first reported a position in CG in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.2K in Q1 2026. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.
- High Note Wealth held 308 shares of Carlyle Group worth $13K as of Q2 2026.
- High Note Wealth sold 109 Carlyle Group shares in Q2 2026, an estimated $5.12K.
- Carlyle Group made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #355 holding.
- High Note Wealth first reported a position in Carlyle Group in Q3 2025 and has held it in 4 quarters since.
- High Note Wealth's Carlyle Group position peaked at $20.2K in Q1 2026.
- 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.
Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.