Krilogy Financial
CG icon

Krilogy Financial’s Carlyle Group CG Stock Holding History

Krilogy Financial’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
Q3 		$321K Buy
8,400
+2,702
+47% +$122K 0.01% 825
2026
Q2 		$240K Buy
5,698
+998
+21% +$46.9K 0.01% 903
2026
Q1 		$241K Buy
+4,700
New +$259K 0.01% 822

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Krilogy Financial's CG Position: Q3 2026 in Review

Krilogy Financial increased its Carlyle Group (CG) stake by 47% in Q3 2026, buying an estimated $122K and bringing the position to 8,400 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #825.

Krilogy Financial first reported a position in CG in Q1 2026 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Krilogy Financial held 8,400 shares of Carlyle Group worth $321K as of Q3 2026.
  • Krilogy Financial bought 2,702 Carlyle Group shares in Q3 2026, an estimated $122K.
  • Carlyle Group made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #825 holding.
  • Krilogy Financial first reported a position in Carlyle Group in Q1 2026 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.