JWM
CG icon

JPL Wealth Management’s Carlyle Group CG Stock Holding History

JPL Wealth Management’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
2026
Q1 		$2.18K Buy
+45
New +$2.48K ﹤0.01% 945
2025
Q4 		– Sell
-110
Closed -$6.9K – 299
2025
Q3 		$6.9K Buy
+110
New +$6.87K ﹤0.01% 603

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JPL Wealth Management's CG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Carlyle Group (CG) in Q1 2026: 45 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CG as recently as Q3 2025.

JPL Wealth Management first reported a position in CG in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.9K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • JPL Wealth Management held 45 shares of Carlyle Group worth $2.18K as of Q1 2026.
  • Carlyle Group was a new JPL Wealth Management position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #945 holding.
  • JPL Wealth Management first reported a position in Carlyle Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Carlyle Group position peaked at $6.9K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.