Iron Horse Wealth Management »

Carlyle Group shares owned by Iron Horse Wealth Management

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

Historical chart of Iron Horse Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Iron Horse Wealth Management 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 Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $86k 1.7k 51.40

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Iron Horse Wealth Management

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