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Kohmann Bosshard Financial Services’s Carlyle Group CG Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-6
Closed -$303 – 369
2024
Q4 		$303 Buy
+6
New +$304 ﹤0.01% 694

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Kohmann Bosshard Financial Services's CG Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 6 shares — an estimated $303 sold.

Kohmann Bosshard Financial Services first reported a position in CG in Q4 2024 and held it in 1 quarter. The position peaked at $303 in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 6 Carlyle Group shares in Q1 2025, an estimated $303.
  • Kohmann Bosshard Financial Services first reported a position in Carlyle Group in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Carlyle Group position peaked at $303 in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.