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Carlyle Group shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 22k 62.70
2025-06-30 $972k 19k 51.40
2025-03-31 $437k 10k 43.59
2024-12-31 $245k 4.8k 50.49
2024-09-30 $212k 4.9k 43.06
2024-03-31 $220k 4.7k 46.91