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Carlyle Group shares owned by Harvest Group Wealth Management

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

Historical chart of Harvest Group Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Harvest Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $9.3k 300 31.06

More positions owned by Harvest Group Wealth Management

SPDR S&P 500 Value ETF Etf (SPYV)
Schwab Short-term Us Treasury Etf Etf (SCHO)
iShares International ETF Etf (IXUS)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
SPDR Emerging Markets ETF Etf (SPEM)
First Trust Low Duration Opportunities Etf Etf (LMBS)
SPDR Small Cap Value ETF Etf (SPSM)
iShares MBS ETF Etf (MBB)
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)
Pimco Active Bond ETF Etf (BOND)
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)
Vanguard Mid Cap Value ETF Etf (VOE)
VanEck Fallen Angel High Yield ETF Etf (ANGL)
iShares S&P 500 Growth ETF Etf (IVW)

View all positions for Harvest Group Wealth Management

Top funds holding Carlyle Group

Vanguard Group
BlackRock
Capital World Investors
William Blair Investment Management
Alkeon Capital Management
State Street Corporation
Vulcan Value Partners
Robeco Investment Management
Ariel Investments
Beutel, Goodman & Company
FMR
Legal & General Group
Geode Capital Management
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Carlyle Group