Wealth Enhancement Advisory Services
CGBD icon

Wealth Enhancement Advisory Services’s Carlyle Secured Lending CGBD Stock Holding History

Wealth Enhancement Advisory Services’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 		$177K Hold
16,794
– – ﹤0.01% 3631
2026
Q1 		$184K Sell
16,794
-11,961
-42% -$141K ﹤0.01% 3164
2025
Q4 		$364K Buy
28,755
+16,644
+137% +$207K ﹤0.01% 2741
2025
Q3 		$147K Sell
12,111
-3,230
-21% -$44.3K ﹤0.01% 3244
2025
Q2 		$214K Buy
+15,341
New +$218K ﹤0.01% 2937
2024
Q4 		– Sell
-19,150
Closed -$325K – 2976
2024
Q3 		$325K Buy
19,150
+1,546
+9% +$26.7K ﹤0.01% 2120
2024
Q2 		$312K Buy
+17,604
New +$306K ﹤0.01% 1953

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

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

Wealth Enhancement Advisory Services held its Carlyle Secured Lending (CGBD) position steady in Q2 2026 at 16,794 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

Wealth Enhancement Advisory Services first reported a position in CGBD in Q2 2024 and has held it in 7 quarters since. The position peaked at $364K in Q4 2025. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,794 shares of Carlyle Secured Lending worth $177K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Carlyle Secured Lending share count unchanged in Q2 2026.
  • Carlyle Secured Lending made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3631 holding.
  • Wealth Enhancement Advisory Services first reported a position in Carlyle Secured Lending in Q2 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Carlyle Secured Lending position peaked at $364K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

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