TWD
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True Wealth Design’s Carlyle Group CG Stock Holding History

True Wealth Design’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.26K Buy
44
+34
+340% +$1.75K ﹤0.01% 1134
2025
Q1 		$436 Buy
+10
New +$436 ﹤0.01% 1596