Carlyle Group shares owned by Western Pacific Wealth Management
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Western Pacific Wealth Management
from 13F filings
Historical chart of Western Pacific Wealth Management investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Western Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 3.4k | 62.70 |
| 2025-06-30 | $173k | 3.4k | 51.40 |
| 2025-03-31 | $146k | 3.3k | 43.59 |
| 2024-12-31 | $182k | 3.6k | 50.49 |
| 2024-09-30 | $141k | 3.3k | 43.06 |
| 2024-06-30 | $119k | 3.0k | 40.15 |
| 2024-03-31 | $115k | 2.4k | 46.91 |
| 2023-12-31 | $87k | 2.1k | 40.69 |
| 2023-09-30 | $53k | 1.7k | 30.16 |
| 2023-06-30 | $51k | 1.6k | 31.95 |
| 2023-03-31 | $35k | 1.1k | 31.06 |
More positions owned by Western Pacific Wealth Management
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