Kovitz Investment Group Partners
CGBD icon

Kovitz Investment Group Partners’s Carlyle Secured Lending CGBD Stock Holding History

Kovitz Investment Group Partners’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-151,749
Closed -$1.9M – 590
2025
Q3 		$1.9M Buy
+151,749
New +$2.08M 0.01% 680

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