VWM
CG icon

Vermillion Wealth Management’s Carlyle Group CG Stock Holding History

Vermillion Wealth Management’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
Q2 		– Sell
-6
Closed -$290 – 1698
2026
Q1 		$290 Buy
+6
New +$331 ﹤0.01% 1195

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Alkeon Capital Management
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William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Vermillion Wealth Management's CG Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Carlyle Group (CG) in Q2 2026, closing a stake of 6 shares — an estimated $290 sold.

Vermillion Wealth Management first reported a position in CG in Q1 2026 and held it in 1 quarter. The position peaked at $290 in Q1 2026. 583 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Carlyle Group position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 6 Carlyle Group shares in Q2 2026, an estimated $290.
  • Vermillion Wealth Management first reported a position in Carlyle Group in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Carlyle Group position peaked at $290 in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.