Retirement Wealth Solutions’s Carlyle Group CG Stock Holding History

Retirement Wealth Solutions’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
2026 Q3	$13.5K	Sell	340 -28	-8%	-$1.27K	0.01%	227
2026 Q2	$15.5K	Sell	368 -36	-9%	-$1.69K	0.01%	180
2026 Q1	$19.5K	Sell	404 -591	-59%	-$32.6K	0.01%	150
2025 Q4	$58.8K	Buy	995 +2	+0.2%	+$114	0.04%	88
2025 Q3	$62.3K	Sell	993 -124	-11%	-$7.75K	0.04%	82
2025 Q2	$57.4K	Buy	1,117 +88	+9%	+$3.79K	0.04%	84
2025 Q1	$44.9K	Sell	1,029 -106	-9%	-$5.26K	0.04%	84
2024 Q4	$57.1K	Buy	+1,135	New	+$57.5K	0.05%	77

Other funds holding CG

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Retirement Wealth Solutions's CG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Carlyle Group (CG) stake by 7.6% in Q3 2026, selling an estimated $1.27K and leaving 340 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #227.

Retirement Wealth Solutions first reported a position in CG in Q4 2024 and has held it in 8 quarters since. The position peaked at $62.3K in Q3 2025. 400 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Retirement Wealth Solutions held 340 shares of Carlyle Group worth $13.5K as of Q3 2026.
Retirement Wealth Solutions sold 28 Carlyle Group shares in Q3 2026, an estimated $1.27K.
Carlyle Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #227 holding.
Retirement Wealth Solutions first reported a position in Carlyle Group in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Carlyle Group position peaked at $62.3K in Q3 2025.
400 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.