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Michael Gelband’s Carlyle Secured Lending CGBD Stock Holding History

Michael Gelband’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
Q2 		– Sell
-57,078
Closed -$924K – 1513
2025
Q1 		$924K Buy
+57,078
New +$1.01M 0.01% 940
2024
Q4 		– Sell
-30,991
Closed -$526K – 1585
2024
Q3 		$526K Sell
30,991
-30,666
-50% -$529K ﹤0.01% 1172
2024
Q2 		$1.09M Buy
61,657
+28,677
+87% +$498K 0.01% 997
2024
Q1 		$537K Sell
32,980
-21,594
-40% -$338K ﹤0.01% 1123
2023
Q4 		$816K Buy
+54,574
New +$794K 0.01% 888
2023
Q3 		– Sell
-18,907
Closed -$275K – 1746
2023
Q2 		$275K Buy
+18,907
New +$263K ﹤0.01% 1574
2023
Q1 		– Sell
-21,390
Closed -$306K – 1792
2022
Q4 		$306K Buy
+21,390
New +$286K ﹤0.01% 1343
2022
Q3 		– Sell
-16,015
Closed -$203K – 1922
2022
Q2 		$203K Buy
16,015
+1,388
+9% +$19.5K ﹤0.01% 1656
2022
Q1 		$210K Sell
14,627
-1,447
-9% -$20.5K ﹤0.01% 1889
2021
Q4 		$221K Buy
16,074
+163
+1% +$2.26K ﹤0.01% 1788
2021
Q3 		$213K Buy
+15,911
New +$217K ﹤0.01% 1760
2021
Q1 		– Sell
-40,116
Closed -$412K – 2156
2020
Q4 		$412K Buy
+40,116
New +$398K ﹤0.01% 1364
2019
Q2 		– Sell
-11,600
Closed -$168K – 1123
2019
Q1 		$168K Sell
11,600
-10,542
-48% -$155K 0.01% 581
2018
Q4 		$275K Buy
+22,142
New +$336K 0.02% 210

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Michael Gelband's CGBD Position: Q2 2025 in Review

Michael Gelband sold out of Carlyle Secured Lending (CGBD) in Q2 2025, closing a stake of 57,078 shares — an estimated $924K sold.

Michael Gelband first reported a position in CGBD in Q4 2018 and held it in 14 quarters. The position peaked at $1.09M in Q2 2024. 150 funds tracked by Wall St. Rank hold CGBD as of Q2 2025.

  • Michael Gelband reported no remaining Carlyle Secured Lending position as of Q2 2025 after selling out during the quarter.
  • Michael Gelband sold 57,078 Carlyle Secured Lending shares in Q2 2025, an estimated $924K.
  • Michael Gelband first reported a position in Carlyle Secured Lending in Q4 2018 and held it in 14 quarters.
  • Michael Gelband's Carlyle Secured Lending position peaked at $1.09M in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.