Position in CG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$661,969
-$98,721 QoQ
Shares Held
15,720
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#45
of 160 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. CG ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
This page
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,950 | $232,347 |
All Filings in CG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,969 | 15,720 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $760,690 | 15,720 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $929,209 | 15,720 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $985,644 | 15,720 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $808,008 | 15,720 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $685,234 | 15,720 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $793,702 | 15,720 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $676,903 | 15,720 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $631,158 | 15,720 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $737,425 | 15,720 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $639,646 | 15,720 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $474,115 | 15,720 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $502,254 | 15,720 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $488,263 | 15,720 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $469,084 | 15,720 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $406,204 | 15,720 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $503,394 | 15,900 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $777,669 | 15,900 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $872,910 | 15,900 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $751,752 | 15,900 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $739,032 | 15,900 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $584,484 | 15,900 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $503,951 | 16,029 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $397,187 | 16,100 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $449,190 | 16,100 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $355,060 | 16,400 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||