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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Triad Wealth Partners's CG Position: Q1 2026 in Review

Triad Wealth Partners increased its Carlyle Group (CG) stake by 17% in Q1 2026, buying an estimated $46.6K and bringing the position to 5,689 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #407.

Triad Wealth Partners first reported a position in CG in Q2 2024 and has held it in 7 quarters since. The position peaked at $480K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Triad Wealth Partners held 5,689 shares of Carlyle Group worth $275K as of Q1 2026.
  • Triad Wealth Partners bought 845 Carlyle Group shares in Q1 2026, an estimated $46.6K.
  • Carlyle Group made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #407 holding.
  • Triad Wealth Partners first reported a position in Carlyle Group in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Carlyle Group position peaked at $480K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.