SVB Wealth’s Carlyle Group CG Stock Holding History

SVB Wealth’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.31K	Buy
2021 Q4	–	Sell
2021 Q3	$396K	Buy
2021 Q2	$389K	Hold
2021 Q1	$308K	Buy
2020 Q4	$226K	Buy
2020 Q3	–	Sell
2020 Q2	$201K	Buy
2020 Q1	–	Sell
2019 Q4	$231K	Buy