Impact Partnership Wealth »

Carlyle Group shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $862k 20k 43.59
2024-12-31 $590k 12k 50.49

More positions owned by Impact Partnership Wealth

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Ssga Active Tr Spdr Ssga Ig Pub (PRIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Impact Partnership Wealth

Top funds holding Carlyle Group

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

View all funds holding Carlyle Group