Carlyle Group shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Carlyle Group
Tip: Access up to 7 years of quarterly data
All positions including Carlyle Group held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Carlyle Group by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 6.3k | 62.70 |
| 2025-06-30 | $322k | 6.3k | 51.40 |
| 2025-03-31 | $273k | 6.3k | 43.59 |
| 2024-12-31 | $361k | 7.2k | 50.49 |
| 2024-09-30 | $321k | 7.5k | 43.06 |
| 2024-06-30 | $311k | 7.7k | 40.15 |
| 2024-03-31 | $368k | 7.8k | 46.91 |
| 2023-12-31 | $319k | 7.8k | 40.69 |
| 2023-09-30 | $238k | 7.9k | 30.16 |
| 2023-06-30 | $262k | 8.2k | 31.95 |
| 2023-03-31 | $276k | 8.9k | 31.05 |
| 2022-12-31 | $264k | 8.8k | 29.86 |
| 2022-09-30 | $223k | 8.6k | 25.81 |
| 2022-06-30 | $304k | 9.6k | 31.62 |
| 2022-03-31 | $438k | 9.0k | 48.92 |
| 2021-12-31 | $319k | 5.8k | 54.86 |
| 2021-09-30 | $284k | 6.0k | 47.22 |
| 2021-06-30 | $289k | 6.2k | 46.50 |
| 2021-03-31 | $228k | 6.2k | 36.69 |
| 2020-12-31 | $251k | 8.0k | 31.41 |
| 2020-06-30 | $214k | 7.7k | 27.92 |
More positions owned by Visionary Wealth Advisors
Home Depot (HD)
View all positions for Visionary Wealth Advisors