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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
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 $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

NewEdge Wealth's CGBD Position: Q1 2026 in Review

NewEdge Wealth held its Carlyle Secured Lending (CGBD) position steady in Q1 2026 at 24,760 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

NewEdge Wealth first reported a position in CGBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $309K in Q4 2025. 153 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • NewEdge Wealth held 24,760 shares of Carlyle Secured Lending worth $271K as of Q1 2026.
  • NewEdge Wealth left its Carlyle Secured Lending share count unchanged in Q1 2026.
  • Carlyle Secured Lending made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #992 holding.
  • NewEdge Wealth first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's Carlyle Secured Lending position peaked at $309K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.