WCG Wealth Advisors’s Carlyle Secured Lending CGBD Stock Holding History

WCG Wealth Advisors’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 Q2	$2.42M	Buy	229,477 +42,786	+23%	+$477K	0.06%	280
2026 Q1	$2.04M	Buy	186,691 +39,550	+27%	+$467K	0.06%	269
2025 Q4	$1.84M	Buy	+147,141	New	+$1.83M	0.05%	270

Other funds holding CGBD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

WCG Wealth Advisors's CGBD Position: Q2 2026 in Review

WCG Wealth Advisors increased its Carlyle Secured Lending (CGBD) stake by 23% in Q2 2026, buying an estimated $477K and bringing the position to 229,477 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #280.

WCG Wealth Advisors first reported a position in CGBD in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

WCG Wealth Advisors held 229,477 shares of Carlyle Secured Lending worth $2.42M as of Q2 2026.
WCG Wealth Advisors bought 42,786 Carlyle Secured Lending shares in Q2 2026, an estimated $477K.
Carlyle Secured Lending made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #280 holding.
WCG Wealth Advisors first reported a position in Carlyle Secured Lending in Q4 2025 and has held it in 3 quarters since.
142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.