JSW
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Journey Strategic Wealth’s Carlyle Group CG Stock Holding History

Journey Strategic 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 		$938K Buy
18,240
+5,236
+40% +$269K 0.03% 179
2025
Q1 		$567K Buy
13,004
+676
+5% +$29.5K 0.02% 205
2024
Q4 		$622K Buy
12,328
+481
+4% +$24.3K 0.02% 182
2024
Q3 		$510K Buy
+11,847
New +$510K 0.02% 212