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Carlyle Group shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $719k 17k 43.06

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Top funds holding Carlyle Group

Vanguard Group
BlackRock
BlackRock
Capital World Investors
Morgan Stanley
William Blair Investment Management
State Street Corporation
Vulcan Value Partners
Robeco Investment Management
Ariel Investments
Beutel, Goodman & Company
Geode Capital Management
Bank of New York Mellon
Dimensional Fund Advisors
Massachusetts Financial Services

View all funds holding Carlyle Group