WFA of San Diego »

Carlyle Group shares owned by WFA of San Diego

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by WFA of San Diego consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by WFA of San Diego

Quarter filed Position value Share count Share price at filing
2025-06-30 $26k 500 51.40

More positions owned by WFA of San Diego

Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Lincoln Elec Hldgs Stock (LECO)
Vanguard Total Bond Market Etf Etf (BND)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Amazon Stock (AMZN)
Invesco S&p 500 Low Volatility Etf Etf (SPLV)
Invesco Rafi Us 1000 Etf Etf (PRF)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Russell 1000 Value Etf Etf (VONV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Qualcomm Stock (QCOM)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)

View all positions for WFA of San Diego

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors
Ameriprise Financial

View all funds holding Carlyle Group