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Truvestments Capital’s Carlyle Secured Lending CGBD Stock Holding History

Truvestments Capital’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
Q1 		– Sell
-289
Closed -$3.61K – 1183
2025
Q4 		$3.61K Hold
289
– – ﹤0.01% 841
2025
Q3 		$3.61K Sell
289
-198
-41% -$2.72K ﹤0.01% 874
2025
Q2 		$6.66K Hold
487
– – ﹤0.01% 700
2025
Q1 		$7.88K Sell
487
-804
-62% -$14.2K ﹤0.01% 689
2024
Q4 		$23.1K Buy
1,291
+304
+31% +$5.25K 0.01% 480
2024
Q3 		$16.7K Sell
987
-18,912
-95% -$326K ﹤0.01% 519
2024
Q2 		$353K Sell
19,899
-1,008
-5% -$17.5K 0.14% 149
2024
Q1 		$340K Buy
20,907
+377
+2% +$5.91K 0.13% 154
2023
Q4 		$307K Buy
+20,530
New +$299K 0.14% 161

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Truvestments Capital's CGBD Position: Q1 2026 in Review

Truvestments Capital sold out of Carlyle Secured Lending (CGBD) in Q1 2026, closing a stake of 289 shares — an estimated $3.61K sold.

Truvestments Capital first reported a position in CGBD in Q4 2023 and held it in 9 quarters. The position peaked at $353K in Q2 2024. 154 funds tracked by Wall St. Rank hold CGBD as of Q1 2026.

  • Truvestments Capital reported no remaining Carlyle Secured Lending position as of Q1 2026 after selling out during the quarter.
  • Truvestments Capital sold 289 Carlyle Secured Lending shares in Q1 2026, an estimated $3.61K.
  • Truvestments Capital first reported a position in Carlyle Secured Lending in Q4 2023 and held it in 9 quarters.
  • Truvestments Capital's Carlyle Secured Lending position peaked at $353K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.