IWA
CG icon

IBEX Wealth Advisors’s Carlyle Group CG Stock Holding History

IBEX Wealth Advisors’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
-71,565
Closed -$4.49M – 139
2025
Q3 		$4.49M Buy
+71,565
New +$4.47M 0.43% 74
2022
Q1 		– Sell
-4,105
Closed -$225K – 179
2021
Q4 		$225K Sell
4,105
-106
-3% -$5.77K 0.04% 165
2021
Q3 		$199K Buy
+4,211
New +$202K 0.04% 174

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

IBEX Wealth Advisors's CG Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 71,565 shares — an estimated $4.49M sold.

IBEX Wealth Advisors first reported a position in CG in Q3 2021 and held it in 3 quarters. The position peaked at $4.49M in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 71,565 Carlyle Group shares in Q4 2025, an estimated $4.49M.
  • IBEX Wealth Advisors first reported a position in Carlyle Group in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Carlyle Group position peaked at $4.49M in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.