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Carlyle Group shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $480k 7.7k 62.70
2025-06-30 $360k 7.0k 51.40
2025-03-31 $324k 7.4k 43.59
2024-12-31 $417k 8.3k 50.49
2024-06-30 $280k 7.0k 40.15

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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