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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$226K Buy
20,661
+622
+3% +$7.34K ﹤0.01% 1335
2025
Q4 		$250K Buy
20,039
+627
+3% +$7.8K ﹤0.01% 1166
2025
Q3 		$243K Buy
19,412
+538
+3% +$7.38K ﹤0.01% 1140
2025
Q2 		$258K Buy
18,874
+576
+3% +$8.19K ﹤0.01% 1024
2025
Q1 		$296K Buy
18,298
+438
+2% +$7.74K ﹤0.01% 846
2024
Q4 		$320K Sell
17,860
-16,938
-49% -$292K ﹤0.01% 1081
2024
Q3 		$591K Buy
+34,798
New +$601K ﹤0.01% 804

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return