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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

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HWAM
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DA
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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SNB
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HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return