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Carlyle Group shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Carlyle Group

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All positions including Carlyle Group held by Comprehensive Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 51 59.10

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Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Millennium Management
Robeco Investment Management
Geode Capital Management
Norges Bank Investment Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors

View all funds holding Carlyle Group