Triumph Capital Management’s Carlyle Secured Lending CGBD Stock Holding History

Triumph Capital Management’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$57.9K	Buy	5,417 +500	+10%	+$5.49K	0.01%	656
2026 Q2	$51.8K	Sell	4,917 -362	-7%	-$4.03K	0.01%	669
2026 Q1	$59.9K	Sell	5,279 -1,607	-23%	-$19K	0.01%	588
2025 Q4	$86K	Sell	6,886 -31,926	-82%	-$397K	0.02%	473
2025 Q3	$485K	Sell	38,812 -11,033	-22%	-$151K	0.13%	164
2025 Q2	$682K	Buy	49,845 +8,214	+20%	+$117K	0.2%	123
2025 Q1	$674K	Buy	41,631 +2,038	+5%	+$36K	0.22%	115
2024 Q4	$710K	Buy	39,593 +3,705	+10%	+$63.9K	0.24%	105
2024 Q3	$626K	Buy	35,888 +8,256	+30%	+$142K	0.22%	117
2024 Q2	$503K	Buy	+27,632	New	+$480K	0.2%	122

Other funds holding CGBD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Triumph Capital Management's CGBD Position: Q3 2026 in Review

Triumph Capital Management increased its Carlyle Secured Lending (CGBD) stake by 10% in Q3 2026, buying an estimated $5.49K and bringing the position to 5,417 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #656.

Triumph Capital Management first reported a position in CGBD in Q2 2024 and has held it in 10 quarters since. The position peaked at $710K in Q4 2024. 8 funds tracked by Wall St. Rank hold CGBD as of Q3 2026.

Triumph Capital Management held 5,417 shares of Carlyle Secured Lending worth $57.9K as of Q3 2026.
Triumph Capital Management bought 500 Carlyle Secured Lending shares in Q3 2026, an estimated $5.49K.
Carlyle Secured Lending made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #656 holding.
Triumph Capital Management first reported a position in Carlyle Secured Lending in Q2 2024 and has held it in 10 quarters since.
Triumph Capital Management's Carlyle Secured Lending position peaked at $710K in Q4 2024.
8 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.