Carlyle Group shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $722k | 15k | 48.39 |
| 2025-12-31 | $894k | 15k | 59.08 |
| 2025-09-30 | $963k | 15k | 62.67 |
| 2025-06-30 | $805k | 16k | 51.41 |
| 2025-03-31 | $687k | 16k | 43.60 |
| 2024-12-31 | $807k | 16k | 50.48 |
| 2024-09-30 | $490k | 11k | 43.10 |
| 2024-03-31 | $816k | 17k | 46.87 |
| 2023-12-31 | $708k | 17k | 40.69 |
| 2023-09-30 | $525k | 17k | 30.16 |
| 2023-06-30 | $431k | 14k | 31.98 |
| 2023-03-31 | $408M | 13k | 31059.75 |
| 2022-12-31 | $398M | 13k | 29839.15 |
| 2022-09-30 | $331k | 13k | 25.88 |
| 2022-03-31 | $224k | 4.6k | 48.97 |
| 2021-12-31 | $575k | 11k | 54.50 |
| 2021-09-30 | $613k | 13k | 47.31 |
| 2021-06-30 | $539k | 14k | 38.92 |
| 2021-03-31 | $618k | 17k | 36.09 |
| 2020-12-31 | $551k | 18k | 31.40 |
| 2020-09-30 | $419k | 17k | 25.32 |