SS
CGBD icon

Sunbelt Securities’s Carlyle Secured Lending CGBD Stock Holding History

Sunbelt Securities’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 		$374K Buy
34,197
+15
+0% +$177 0.02% 472
2025
Q4 		$427K Buy
34,182
+1,100
+3% +$13.7K 0.03% 443
2025
Q3 		$414K Buy
33,082
+24,285
+276% +$333K 0.03% 435
2025
Q2 		$158K Sell
8,797
-1,500
-15% -$21.3K 0.01% 649
2025
Q1 		$167K Buy
10,297
+1,500
+17% +$26.5K 0.01% 613
2024
Q4 		$161K Hold
8,797
– – 0.01% 647
2024
Q3 		$149K Hold
8,797
– – 0.01% 673
2024
Q2 		$156K Hold
8,797
– – 0.02% 627
2024
Q1 		$143K Hold
8,797
– – 0.02% 631
2023
Q4 		$132K Hold
8,797
– – 0.02% 603
2023
Q3 		$128K Hold
8,797
– – 0.02% 589
2023
Q2 		$128K Hold
8,797
– – 0.02% 575
2023
Q1 		$118K Buy
+8,797
New +$129K 0.02% 546

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