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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
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

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Retirement Wealth Solutions's CG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Carlyle Group (CG) stake by 8.9% in Q2 2026, selling an estimated $1.69K and leaving 368 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #180.

Retirement Wealth Solutions first reported a position in CG in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.3K in Q3 2025. 59 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Retirement Wealth Solutions held 368 shares of Carlyle Group worth $15.5K as of Q2 2026.
  • Retirement Wealth Solutions sold 36 Carlyle Group shares in Q2 2026, an estimated $1.69K.
  • Carlyle Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #180 holding.
  • Retirement Wealth Solutions first reported a position in Carlyle Group in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Carlyle Group position peaked at $62.3K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.