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Carlyle Group shares owned by GM Advisory

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by GM Advisory from 13F filings

Historical chart of GM Advisory investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by GM Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by GM Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 18k 59.11

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Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI)
BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC)
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SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS)
SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB)
iShares TR PHLX Semiconductor ETF Etf (SOXX)
SPDR S&P 500 ETF TR TR Unit Etf (SPY)

View all positions for GM Advisory

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