Prosperity Planning’s Carlyle Secured Lending CGBD Stock Holding History

Prosperity Planning’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 Q3	$195K	Buy	+18,253	New	+$200K	0.04%	118

Other funds holding CGBD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Prosperity Planning's CGBD Position: Q3 2026 in Review

Prosperity Planning opened a new position in Carlyle Secured Lending (CGBD) in Q3 2026: 18,253 shares worth $195K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

8 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

Prosperity Planning held 18,253 shares of Carlyle Secured Lending worth $195K as of Q3 2026.
Carlyle Secured Lending was a new Prosperity Planning position in Q3 2026.
Carlyle Secured Lending made up 0.04% of Prosperity Planning's portfolio in Q3 2026, its #118 holding.
8 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.