Meriwether Wealth & Planning’s Carlyle Group CG Stock Holding History

Meriwether Wealth & Planning’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	$159	Buy	+4	New	+$181	﹤0.01%	860

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

Meriwether Wealth & Planning's CG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Carlyle Group (CG) in Q3 2026: 4 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

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

Meriwether Wealth & Planning held 4 shares of Carlyle Group worth $159 as of Q3 2026.
Carlyle Group was a new Meriwether Wealth & Planning position in Q3 2026.
Carlyle Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #860 holding.
117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.