NC
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nVerses Capital’s Carlyle Secured Lending CGBD Stock Holding History

nVerses Capital’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 		– Sell
-19,664
Closed -$215K – 332
2026
Q1 		$215K Buy
+19,664
New +$232K 0.2% 252
2024
Q3 		– Sell
-3,000
Closed -$53.2K – 1052
2024
Q2 		$53.2K Buy
+3,000
New +$52.1K 0.03% 582

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

nVerses Capital's CGBD Position: Q2 2026 in Review

nVerses Capital sold out of Carlyle Secured Lending (CGBD) in Q2 2026, closing a stake of 19,664 shares — an estimated $215K sold.

nVerses Capital first reported a position in CGBD in Q2 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 114 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • nVerses Capital reported no remaining Carlyle Secured Lending position as of Q2 2026 after selling out during the quarter.
  • nVerses Capital sold 19,664 Carlyle Secured Lending shares in Q2 2026, an estimated $215K.
  • nVerses Capital first reported a position in Carlyle Secured Lending in Q2 2024 and held it in 2 quarters.
  • nVerses Capital's Carlyle Secured Lending position peaked at $215K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on nVerses Capital's 13F filing for Q2 2026, filed 4 Aug 2026.