Mascoma Wealth Management’s Carlyle Group CG Stock Holding History

Mascoma 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 Q3	$238	Buy	+6	New	+$272	﹤0.01%	541

Other funds holding CG

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mascoma Wealth Management's CG Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Carlyle Group (CG) in Q3 2026: 6 shares worth $238. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings.

117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Mascoma Wealth Management held 6 shares of Carlyle Group worth $238 as of Q3 2026.
Carlyle Group was a new Mascoma Wealth Management position in Q3 2026.
Carlyle Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #541 holding.
117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.