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Visionary Wealth Advisors’s Carlyle Group CG Stock Holding History

Visionary 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 		$283K Sell
5,856
-298
-5% -$16.4K 0.01% 534
2025
Q4 		$364K Sell
6,154
-107
-2% -$6.08K 0.02% 458
2025
Q3 		$393K Buy
6,261
+2
+0% +$125 0.02% 436
2025
Q2 		$322K Buy
6,259
+3
+0% +$129 0.02% 445
2025
Q1 		$273K Sell
6,256
-897
-13% -$44.5K 0.02% 465
2024
Q4 		$361K Sell
7,153
-298
-4% -$15.1K 0.02% 406
2024
Q3 		$321K Sell
7,451
-297
-4% -$12.5K 0.02% 420
2024
Q2 		$311K Sell
7,748
-97
-1% -$4.19K 0.02% 405
2024
Q1 		$368K Hold
7,845
– – 0.02% 378
2023
Q4 		$319K Sell
7,845
-45
-0.6% -$1.48K 0.02% 382
2023
Q3 		$238K Sell
7,890
-300
-4% -$9.66K 0.02% 405
2023
Q2 		$262K Sell
8,190
-700
-8% -$20.4K 0.02% 390
2023
Q1 		$276K Buy
8,890
+50
+0.6% +$1.67K 0.02% 368
2022
Q4 		$264K Buy
8,840
+200
+2% +$5.71K 0.02% 349
2022
Q3 		$223K Sell
8,640
-974
-10% -$32.1K 0.02% 352
2022
Q2 		$304K Buy
9,614
+661
+7% +$25.3K 0.03% 321
2022
Q1 		$438K Buy
8,953
+3,138
+54% +$150K 0.04% 268
2021
Q4 		$319K Sell
5,815
-200
-3% -$10.9K 0.03% 285
2021
Q3 		$284K Sell
6,015
-200
-3% -$9.59K 0.03% 253
2021
Q2 		$289K Hold
6,215
– – 0.03% 270
2021
Q1 		$228K Sell
6,215
-1,775
-22% -$62.2K 0.02% 294
2020
Q4 		$251K Buy
+7,990
New +$225K 0.03% 258
2020
Q3 		– Sell
-7,665
Closed -$214K – 263
2020
Q2 		$214K Buy
+7,665
New +$197K 0.03% 213

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

Visionary Wealth Advisors's CG Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Carlyle Group (CG) stake by 4.8% in Q1 2026, selling an estimated $16.4K and leaving 5,856 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #534.

Visionary Wealth Advisors first reported a position in CG in Q2 2020 and has held it in 23 quarters since. The position peaked at $438K in Q1 2022. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Visionary Wealth Advisors held 5,856 shares of Carlyle Group worth $283K as of Q1 2026.
  • Visionary Wealth Advisors sold 298 Carlyle Group shares in Q1 2026, an estimated $16.4K.
  • Carlyle Group made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #534 holding.
  • Visionary Wealth Advisors first reported a position in Carlyle Group in Q2 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's Carlyle Group position peaked at $438K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

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