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Wealthspire Advisors (New York)’s Carlyle Secured Lending CGBD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-219
Closed -$2.74K – 1350
2025
Q3 		$2.74K Buy
+219
New +$3.01K ﹤0.01% 2517

Other funds holding CGBD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s CGBD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Carlyle Secured Lending (CGBD) in Q4 2025, closing a stake of 219 shares — an estimated $2.74K sold.

Wealthspire Advisors (New York) first reported a position in CGBD in Q3 2025 and held it in 1 quarter. The position peaked at $2.74K in Q3 2025. 152 funds tracked by Wall St. Rank hold CGBD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Carlyle Secured Lending position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 219 Carlyle Secured Lending shares in Q4 2025, an estimated $2.74K.
  • Wealthspire Advisors (New York) first reported a position in Carlyle Secured Lending in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Carlyle Secured Lending position peaked at $2.74K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.