SWP
CGBD icon

Significant Wealth Partners’s Carlyle Secured Lending CGBD Stock Holding History

Significant Wealth Partners’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
Q2 		$1.73M Buy
164,757
+2,451
+2% +$27.3K 1.88% 20
2026
Q1 		$1.78M Buy
+162,306
New +$1.92M 2.19% 14

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Significant Wealth Partners's CGBD Position: Q2 2026 in Review

Significant Wealth Partners increased its Carlyle Secured Lending (CGBD) stake by 1.5% in Q2 2026, buying an estimated $27.3K and bringing the position to 164,757 shares worth $1.73M. The position accounts for 1.88% of the portfolio, ranked #20.

Significant Wealth Partners first reported a position in CGBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2026. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Significant Wealth Partners held 164,757 shares of Carlyle Secured Lending worth $1.73M as of Q2 2026.
  • Significant Wealth Partners bought 2,451 Carlyle Secured Lending shares in Q2 2026, an estimated $27.3K.
  • Carlyle Secured Lending made up 1.88% of Significant Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Significant Wealth Partners first reported a position in Carlyle Secured Lending in Q1 2026 and has held it in 2 quarters since.
  • Significant Wealth Partners's Carlyle Secured Lending position peaked at $1.78M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.