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Carlyle Group shares owned by Prentice Wealth Management

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

Historical chart of Prentice Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Prentice Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 5.7k 62.70
2025-06-30 $289k 5.6k 51.40
2025-03-31 $254k 5.8k 43.59

More positions owned by Prentice Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Vanguard Specialized Funds Div App Etf (VIG)
Blackrock Etf Trust Ii Short Duration H (SHYM)
J P Morgan Exchange Traded F High Yield Muni (JMHI)
Spdr Series Trust Nuveen Ice High (HYMB)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)

View all positions for Prentice Wealth Management

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