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TritonPoint Wealth’s Carlyle Group CG Stock Holding History

TritonPoint 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
2026
Q2 		$440K Sell
10,455
-70
-0.7% -$3.29K 0.04% 195
2026
Q1 		$509K Buy
10,525
+9
+0.1% +$496 0.05% 168
2025
Q4 		$622K Buy
10,516
+3
+0% +$170 0.06% 155
2025
Q3 		$659K Hold
10,513
– – 0.06% 192
2025
Q2 		$540K Buy
10,513
+3
+0% +$129 0.05% 200
2025
Q1 		$458K Sell
10,510
-670
-6% -$33.2K 0.04% 220
2024
Q4 		$564K Hold
11,180
– – 0.05% 196
2024
Q3 		$487K Hold
11,180
– – 0.04% 213
2024
Q2 		$449K Hold
11,180
– – 0.04% 213
2024
Q1 		$455K Sell
11,180
-6,000
-35% -$259K 0.05% 210
2023
Q4 		$699K Buy
+17,180
New +$566K 0.07% 176

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TritonPoint Wealth's CG Position: Q2 2026 in Review

TritonPoint Wealth reduced its Carlyle Group (CG) stake by 0.67% in Q2 2026, selling an estimated $3.29K and leaving 10,455 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #195.

TritonPoint Wealth first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $699K in Q4 2023. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • TritonPoint Wealth held 10,455 shares of Carlyle Group worth $440K as of Q2 2026.
  • TritonPoint Wealth sold 70 Carlyle Group shares in Q2 2026, an estimated $3.29K.
  • Carlyle Group made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #195 holding.
  • TritonPoint Wealth first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Carlyle Group position peaked at $699K in Q4 2023.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.