Wedmont Private Capital’s Carlyle Group CG Stock Holding History

Wedmont Private Capital’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 Q3	$237K	Sell	6,169 -1,264	-17%	-$57.3K	0.01%	885
2026 Q2	$332K	Buy	7,433 +295	+4%	+$13.9K	0.01%	700
2026 Q1	$344K	Buy	7,138 +1,126	+19%	+$62.1K	0.01%	618
2025 Q4	$383K	Sell	6,012 -368	-6%	-$20.9K	0.01%	564
2025 Q3	$393K	Buy	6,380 +549	+9%	+$34.3K	0.01%	541
2025 Q2	$332K	Buy	5,831 +196	+3%	+$8.44K	0.01%	538
2025 Q1	$204K	Buy	5,635 +1,244	+28%	+$61.7K	0.01%	661
2024 Q4	$221K	Buy	+4,391	New	+$223K	0.01%	637

Other funds holding CG

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Wedmont Private Capital's CG Position: Q3 2026 in Review

Wedmont Private Capital reduced its Carlyle Group (CG) stake by 17% in Q3 2026, selling an estimated $57.3K and leaving 6,169 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #885.

Wedmont Private Capital first reported a position in CG in Q4 2024 and has held it in 8 quarters since. The position peaked at $393K in Q3 2025. 21 funds tracked by Wall St. Rank hold CG as of Q3 2026.

Wedmont Private Capital held 6,169 shares of Carlyle Group worth $237K as of Q3 2026.
Wedmont Private Capital sold 1,264 Carlyle Group shares in Q3 2026, an estimated $57.3K.
Carlyle Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #885 holding.
Wedmont Private Capital first reported a position in Carlyle Group in Q4 2024 and has held it in 8 quarters since.
Wedmont Private Capital's Carlyle Group position peaked at $393K in Q3 2025.
21 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.