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Monument Capital Management’s Carlyle Group CG Stock Holding History

Monument Capital 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
2025
Q4 		– Sell
-3,974
Closed -$249K – 225
2025
Q3 		$249K Buy
+3,974
New +$248K 0.06% 189

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Monument Capital Management's CG Position: Q4 2025 in Review

Monument Capital Management sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 3,974 shares — an estimated $249K sold.

Monument Capital Management first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 626 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Monument Capital Management reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Monument Capital Management sold 3,974 Carlyle Group shares in Q4 2025, an estimated $249K.
  • Monument Capital Management first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
  • Monument Capital Management's Carlyle Group position peaked at $249K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Monument Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.