Benson Wealth Management »

Carlyle Group shares owned by Benson Wealth Management

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Benson Wealth Management from 13F filings

Historical chart of Benson Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Benson Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Benson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6k 33 48.39

More positions owned by Benson Wealth Management

Invesco Qqq Tr Uie (QQQ)
Ishares Bitcoin Trust Etf Uie (IBIT)
Simon Ppty Group Inc Newreit Ret (SPG)
Ft Vest U.s. Equity Deepbuffer Etf - November Uie (DNOV)
Wal-Mart Stores (WMT)
First Trust Rising Dividend Achievers Etf Uie (RDVY)
NVIDIA Corporation (NVDA)
First Trust Rba Americanindustrial Renaissancetmetf Uie (AIRR)
Tesla Motors (TSLA)
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Uie (QCJA)
Amazon (AMZN)
Ft Vest Laddered Buffer Etf Uie (BUFR)
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)
Ft Vest U.s. Equity Buffer Etf - November Uie (FNOV)
Spdr Gold Shares Uie (GLD)

View all positions for Benson Wealth Management

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
State Street Corporation
Millennium Management
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Geode Capital Management
Ariel Investments
Legal & General Group

View all funds holding Carlyle Group