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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
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 $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

TritonPoint Wealth's CG Position: Q1 2026 in Review

TritonPoint Wealth increased its Carlyle Group (CG) stake by 0.09% in Q1 2026, buying an estimated $496 and bringing the position to 10,525 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #168.

TritonPoint Wealth first reported a position in CG in Q4 2023 and has held it in 10 quarters since. The position peaked at $699K in Q4 2023. 601 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • TritonPoint Wealth held 10,525 shares of Carlyle Group worth $509K as of Q1 2026.
  • TritonPoint Wealth bought 9 Carlyle Group shares in Q1 2026, an estimated $496.
  • Carlyle Group made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #168 holding.
  • TritonPoint Wealth first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's Carlyle Group position peaked at $699K in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.