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Savant Capital’s Carlyle Secured Lending CGBD Stock Holding History

Savant Capital’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
18,874
+576
+3% +$7.88K ﹤0.01% 1481
2025
Q1 		$296K Buy
18,298
+438
+2% +$7.09K ﹤0.01% 1228
2024
Q4 		$320K Sell
17,860
-16,938
-49% -$304K ﹤0.01% 1079
2024
Q3 		$591K Buy
+34,798
New +$591K ﹤0.01% 803