NewEdge Wealth
CGBD icon

NewEdge Wealth’s Carlyle Secured Lending CGBD Stock Holding History

NewEdge Wealth’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
2026
Q2 		$261K Hold
24,760
– – ﹤0.01% 1087
2026
Q1 		$271K Hold
24,760
– – ﹤0.01% 992
2025
Q4 		$309K Buy
+24,760
New +$308K ﹤0.01% 1012

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

NewEdge Wealth's CGBD Position: Q2 2026 in Review

NewEdge Wealth held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 24,760 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

NewEdge Wealth first reported a position in CGBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • NewEdge Wealth held 24,760 shares of Carlyle Secured Lending worth $261K as of Q2 2026.
  • NewEdge Wealth left its Carlyle Secured Lending share count unchanged in Q2 2026.
  • Carlyle Secured Lending made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1087 holding.
  • NewEdge Wealth first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Carlyle Secured Lending position peaked at $309K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.