Tower View Wealth Management
CG icon

Tower View Wealth Management’s Carlyle Group CG Stock Holding History

Tower View Wealth Management’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
2026
Q3 		$80.8K Sell
2,037
-254
-11% -$11.5K 0.04% 90
2026
Q2 		$96.5K Buy
2,291
+18
+0.8% +$845 0.04% 82
2026
Q1 		$110K Buy
2,273
+15
+0.7% +$827 0.06% 75
2025
Q4 		$133K Buy
2,258
+15
+0.7% +$852 0.07% 68
2025
Q3 		$141K Buy
2,243
+12
+0.5% +$750 0.07% 61
2025
Q2 		$115K Buy
2,231
+17
+0.8% +$732 0.06% 76
2025
Q1 		$96.5K Buy
2,214
+16
+0.7% +$793 0.06% 63
2024
Q4 		$111K Buy
2,198
+12
+0.5% +$608 0.06% 69
2024
Q3 		$94.1K Buy
2,186
+19
+0.9% +$797 0.05% 68
2024
Q2 		$87K Buy
2,167
+17
+0.8% +$734 0.05% 68
2024
Q1 		$101K Buy
2,150
+16
+0.7% +$692 0.06% 70
2023
Q4 		$87K Buy
2,134
+23
+1% +$757 0.05% 68
2023
Q3 		$64K Buy
2,111
+24
+1% +$773 0.04% 70
2023
Q2 		$67K Buy
2,087
+27
+1% +$789 0.05% 69
2023
Q1 		$64K Buy
2,060
+19
+0.9% +$634 0.04% 74
2022
Q4 		$61K Buy
2,041
+22
+1% +$628 0.04% 78
2022
Q3 		$52K Buy
2,019
+19
+1% +$626 0.04% 78
2022
Q2 		$63K Hold
2,000
– – 0.05% 75
2022
Q1 		$98K Hold
2,000
– – 0.05% 88
2021
Q4 		$110K Hold
2,000
– – 0.06% 89
2021
Q3 		$95K Buy
+2,000
New +$95.9K 0.05% 87

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New York State Teachers Retirement System (NYSTRS)
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TD Waterhouse Canada
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Tower View Wealth Management's CG Position: Q3 2026 in Review

Tower View Wealth Management reduced its Carlyle Group (CG) stake by 11% in Q3 2026, selling an estimated $11.5K and leaving 2,037 shares worth $80.8K. The position accounts for 0.04% of the portfolio, ranked #90.

Tower View Wealth Management first reported a position in CG in Q3 2021 and has held it in 21 quarters since. The position peaked at $141K in Q3 2025. 117 funds tracked by Wall St. Rank hold CG as of Q3 2026.

  • Tower View Wealth Management held 2,037 shares of Carlyle Group worth $80.8K as of Q3 2026.
  • Tower View Wealth Management sold 254 Carlyle Group shares in Q3 2026, an estimated $11.5K.
  • Carlyle Group made up 0.04% of Tower View Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Tower View Wealth Management first reported a position in Carlyle Group in Q3 2021 and has held it in 21 quarters since.
  • Tower View Wealth Management's Carlyle Group position peaked at $141K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.