TPWA
CG icon

Twin Peaks Wealth Advisors’s Carlyle Group CG Stock Holding History

Twin Peaks Wealth Advisors’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 		$13.4K Buy
+276
New +$15.2K ﹤0.01% 908
2025
Q3 		– Sell
-292
Closed -$18.9K – 505
2025
Q2 		$18.9K Buy
+292
New +$12.6K 0.01% 622

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

Twin Peaks Wealth Advisors's CG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Carlyle Group (CG) in Q1 2026: 276 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CG in Q2 2025 and has held it in 2 quarters since. The position peaked at $18.9K in Q2 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 276 shares of Carlyle Group worth $13.4K as of Q1 2026.
  • Carlyle Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Carlyle Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #908 holding.
  • Twin Peaks Wealth Advisors first reported a position in Carlyle Group in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Carlyle Group position peaked at $18.9K in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.