Q1WB
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Quest 10 Wealth Builders’s Carlyle Group CG Stock Holding History

Quest 10 Wealth Builders’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
-69
Closed -$4.33K – 803
2025
Q3 		$4.33K Buy
+69
New +$4.31K ﹤0.01% 515

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Quest 10 Wealth Builders's CG Position: Q4 2025 in Review

Quest 10 Wealth Builders sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 69 shares — an estimated $4.33K sold.

Quest 10 Wealth Builders first reported a position in CG in Q3 2025 and held it in 1 quarter. The position peaked at $4.33K in Q3 2025. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • Quest 10 Wealth Builders reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 69 Carlyle Group shares in Q4 2025, an estimated $4.33K.
  • Quest 10 Wealth Builders first reported a position in Carlyle Group in Q3 2025 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Carlyle Group position peaked at $4.33K in Q3 2025.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.