Carlyle Group shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $53k | 1.2k | 43.59 |
| 2024-12-31 | $61k | 1.2k | 50.49 |
| 2024-09-30 | $52k | 1.2k | 43.06 |
| 2024-06-30 | $49k | 1.2k | 40.15 |
| 2024-03-31 | $57k | 1.2k | 46.91 |