Wealth Enhancement Advisory Services
CG icon

Wealth Enhancement Advisory Services’s Carlyle Group CG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.23M Sell
27,579
-1,057
-4% -$49.6K ﹤0.01% 1923
2026
Q1 		$1.33M Buy
28,636
+6,537
+30% +$360K ﹤0.01% 1631
2025
Q4 		$1.45M Buy
22,099
+88
+0.4% +$5K ﹤0.01% 1719
2025
Q3 		$1.36M Buy
22,011
+373
+2% +$23.3K ﹤0.01% 1679
2025
Q2 		$1.21M Buy
21,638
+10,709
+98% +$461K ﹤0.01% 1643
2025
Q1 		$476K Buy
10,929
+5,611
+106% +$278K ﹤0.01% 2103
2024
Q4 		$269K Sell
5,318
-1,225
-19% -$62.1K ﹤0.01% 2465
2024
Q3 		$282K Buy
6,543
+166
+3% +$6.96K ﹤0.01% 2221
2024
Q2 		$256K Sell
6,377
-836
-12% -$36.1K ﹤0.01% 2099
2024
Q1 		$338K Sell
7,213
-639
-8% -$27.6K ﹤0.01% 1838
2023
Q4 		$320K Buy
7,852
+782
+11% +$25.7K ﹤0.01% 1770
2023
Q3 		$213K Buy
+7,070
New +$228K ﹤0.01% 1966
2022
Q2 		– Sell
-70,150
Closed -$3.45M – 334
2022
Q1 		$3.45M Buy
70,150
+4,182
+6% +$200K 0.05% 158
2021
Q4 		$3.41M Buy
+65,968
New +$3.59M 0.05% 142

Other funds holding CG

FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's CG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Carlyle Group (CG) stake by 3.7% in Q2 2026, selling an estimated $49.6K and leaving 27,579 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Wealth Enhancement Advisory Services first reported a position in CG in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.45M in Q1 2022. 112 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,579 shares of Carlyle Group worth $1.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,057 Carlyle Group shares in Q2 2026, an estimated $49.6K.
  • Carlyle Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1923 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carlyle Group in Q4 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Carlyle Group position peaked at $3.45M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.