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Trust Company of Vermont’s Carlyle Secured Lending CGBD Stock Holding History

Trust Company of Vermont’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
2025
Q4 		– Sell
-1,080
Closed -$13.5K – 1139
2025
Q3 		$13.5K Hold
1,080
– – ﹤0.01% 789
2025
Q2 		$14.8K Hold
1,080
– – ﹤0.01% 761
2025
Q1 		$17.5K Hold
1,080
– – ﹤0.01% 695
2024
Q4 		$19.4K Buy
+1,080
New +$18.6K ﹤0.01% 686

Other funds holding CGBD

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Trust Company of Vermont's CGBD Position: Q4 2025 in Review

Trust Company of Vermont sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 1,080 shares — an estimated $13.5K sold.

Trust Company of Vermont first reported a position in CGBD in Q4 2024 and held it in 4 quarters. The position peaked at $19.4K in Q4 2024. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Trust Company of Vermont reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 1,080 Carlyle Secured Lending shares in Q4 2025, an estimated $13.5K.
  • Trust Company of Vermont first reported a position in Carlyle Secured Lending in Q4 2024 and held it in 4 quarters.
  • Trust Company of Vermont's Carlyle Secured Lending position peaked at $19.4K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.