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Carlyle Group shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 72k 62.70
2021-12-31 $225k 4.1k 54.81
2021-09-30 $199k 4.2k 47.26

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View all positions for Ibex Wealth Advisors

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Morgan Stanley
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
UBS Group
Legal & General Group

View all funds holding Carlyle Group