Carlyle Group shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 1.8k | 62.70 |
| 2025-06-30 | $93k | 1.8k | 51.40 |
| 2025-03-31 | $96k | 2.2k | 43.59 |
| 2023-09-30 | $12k | 400 | 30.16 |
| 2023-06-30 | $13k | 400 | 31.95 |
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