Carlyle Group shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Carlyle Group
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All positions including Carlyle Group held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carlyle Group by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 18k | 62.69 |
| 2025-06-30 | $938k | 18k | 51.40 |
| 2025-03-31 | $567k | 13k | 43.59 |
| 2024-12-31 | $622k | 12k | 50.49 |
| 2024-09-30 | $510k | 12k | 43.06 |