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Michael Gelband’s Carlyle Group CG Stock Holding History

Michael Gelband’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
Q2 		$9.51M Buy
+225,732
New +$10.6M 0.06% 305
2026
Q1 		– Sell
-24,646
Closed -$1.46M – 1609
2025
Q4 		$1.46M Sell
24,646
-6,343
-20% -$360K 0.01% 870
2025
Q3 		$1.94M Buy
+30,989
New +$1.94M 0.02% 742
2025
Q1 		– Sell
-47,372
Closed -$2.39M – 1519
2024
Q4 		$2.39M Buy
47,372
+1,062
+2% +$53.8K 0.02% 657
2024
Q3 		$1.99M Buy
46,310
+28,564
+161% +$1.2M 0.01% 731
2024
Q2 		$713K Sell
17,746
-78,728
-82% -$3.4M ﹤0.01% 1122
2024
Q1 		$4.53M Buy
96,474
+63,348
+191% +$2.74M 0.03% 422
2023
Q4 		$1.35M Buy
33,126
+23,592
+247% +$777K 0.01% 705
2023
Q3 		$288K Buy
+9,534
New +$307K ﹤0.01% 1428
2023
Q2 		– Sell
-6,883
Closed -$214K – 1887
2023
Q1 		$214K Sell
6,883
-32,871
-83% -$1.1M ﹤0.01% 1562
2022
Q4 		$1.19M Buy
+39,754
New +$1.13M 0.02% 872
2022
Q3 		– Sell
-91,517
Closed -$2.9M – 1920
2022
Q2 		$2.9M Buy
91,517
+19,997
+28% +$766K 0.04% 627
2022
Q1 		$3.5M Buy
71,520
+67,851
+1,849% +$3.25M 0.04% 526
2021
Q4 		$201K Sell
3,669
-33,064
-90% -$1.8M ﹤0.01% 1825
2021
Q3 		$1.74M Buy
+36,733
New +$1.76M 0.02% 783
2021
Q2 		– Sell
-11,937
Closed -$439K – 2390
2021
Q1 		$439K Buy
+11,937
New +$418K 0.01% 1455
2020
Q2 		– Sell
-410,993
Closed -$8.9M – 1794
2020
Q1 		$8.9M Buy
+410,993
New +$11.9M 0.49% 30

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Michael Gelband's CG Position: Q2 2026 in Review

Michael Gelband opened a new position in Carlyle Group (CG) in Q2 2026: 225,732 shares worth $9.51M. The stake represents 0.06% of the portfolio and ranks #305 among its holdings. This is a return to the name: Michael Gelband previously reported a position in CG as recently as Q4 2025.

Michael Gelband first reported a position in CG in Q1 2020 and has held it in 17 quarters since. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Michael Gelband held 225,732 shares of Carlyle Group worth $9.51M as of Q2 2026.
  • Carlyle Group was a new Michael Gelband position in Q2 2026.
  • Carlyle Group made up 0.06% of Michael Gelband's portfolio in Q2 2026, its #305 holding.
  • Michael Gelband first reported a position in Carlyle Group in Q1 2020 and has held it in 17 quarters since.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.