Triad Wealth Partners’s Carlyle Group CG Stock Holding History

Triad Wealth Partners’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	$252K	Buy	6,349 +77	+1%	+$3.49K	0.01%	472
2026 Q2	$307K	Buy	6,272 +583	+10%	+$27.4K	0.02%	439
2026 Q1	$275K	Buy	5,689 +845	+17%	+$46.6K	0.02%	407
2025 Q4	$286K	Sell	4,844 -2,813	-37%	-$160K	0.03%	394
2025 Q3	$480K	Buy	7,657 +650	+9%	+$40.6K	0.06%	213
2025 Q2	$360K	Sell	7,007 -419	-6%	-$18K	0.07%	191
2025 Q1	$324K	Sell	7,426 -839	-10%	-$41.6K	0.1%	149
2024 Q4	$417K	Buy	+8,265	New	+$419K	0.15%	106
2024 Q3	–	Sell	-6,965	Closed	-$280K	–	196
2024 Q2	$280K	Buy	+6,965	New	+$301K	0.15%	69

Other funds holding CG

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Triad Wealth Partners's CG Position: Q3 2026 in Review

Triad Wealth Partners increased its Carlyle Group (CG) stake by 1.2% in Q3 2026, buying an estimated $3.49K and bringing the position to 6,349 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #472.

Triad Wealth Partners first reported a position in CG in Q2 2024 and has held it in 9 quarters since. The position peaked at $480K in Q3 2025. 333 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Triad Wealth Partners held 6,349 shares of Carlyle Group worth $252K as of Q3 2026.
Triad Wealth Partners bought 77 Carlyle Group shares in Q3 2026, an estimated $3.49K.
Carlyle Group made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #472 holding.
Triad Wealth Partners first reported a position in Carlyle Group in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Carlyle Group position peaked at $480K in Q3 2025.
333 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.