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Triangle Securities Wealth Management’s Carlyle Group CG Stock Holding History

Triangle Securities 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
Q2 		$271K Hold
6,430
– – 0.05% 196
2026
Q1 		$311K Sell
6,430
-38
-0.6% -$2.1K 0.07% 179
2025
Q4 		$382K Sell
6,468
-300
-4% -$17K 0.08% 175
2025
Q3 		$424K Sell
6,768
-502
-7% -$31.4K 0.1% 164
2025
Q2 		$374K Sell
7,270
-345
-5% -$14.9K 0.09% 172
2025
Q1 		$332K Hold
7,615
– – 0.09% 177
2024
Q4 		$384K Sell
7,615
-730
-9% -$37K 0.1% 164
2024
Q3 		$359K Sell
8,345
-675
-7% -$28.3K 0.09% 178
2024
Q2 		$362K Sell
9,020
-75
-0.8% -$3.24K 0.1% 170
2024
Q1 		$427K Sell
9,095
-75
-0.8% -$3.24K 0.12% 157
2023
Q4 		$373K Buy
9,170
+1,100
+14% +$36.2K 0.12% 157
2023
Q3 		$243K Hold
8,070
– – 0.09% 173
2023
Q2 		$258K Sell
8,070
-125
-2% -$3.65K 0.09% 170
2023
Q1 		$255K Buy
8,195
+200
+3% +$6.67K 0.09% 173
2022
Q4 		$239K Buy
+7,995
New +$228K 0.09% 176

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Triangle Securities Wealth Management's CG Position: Q2 2026 in Review

Triangle Securities Wealth Management held its Carlyle Group (CG) position steady in Q2 2026 at 6,430 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #196.

Triangle Securities Wealth Management first reported a position in CG in Q4 2022 and has held it in 15 quarters since. The position peaked at $427K in Q1 2024. 61 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Triangle Securities Wealth Management held 6,430 shares of Carlyle Group worth $271K as of Q2 2026.
  • Triangle Securities Wealth Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up 0.05% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Triangle Securities Wealth Management first reported a position in Carlyle Group in Q4 2022 and has held it in 15 quarters since.
  • Triangle Securities Wealth Management's Carlyle Group position peaked at $427K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.