IPW
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Impact Partnership Wealth’s Carlyle Group CG Stock Holding History

Impact Partnership Wealth’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,775
Closed -$862K – 304
2025
Q1 		$862K Buy
19,775
+8,100
+69% +$353K 0.18% 57
2024
Q4 		$589K Buy
+11,675
New +$589K 0.12% 104