Position in CG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$11,807
-$2,497 QoQ
Shares Held
244
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Darwin Wealth Management, LLC holds $2,467,443 across 20 Asset Management names. CG ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
14,484 | $1,339,770 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
15,359 | $544,322 | |
| 3 | RJF |
Raymond James Financial Inc
|
2,441 | $353,432 | |
| 4 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
9,776 | $93,751 | |
| 5 | APO |
Apollo Global Management, Inc.
|
310 | $34,540 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
848 | $22,836 | |
| 7 | IIM |
Invesco Value Municipal Income Trust
|
1,473 | $17,911 | |
| 8 | CG |
Carlyle Group Inc.
This page
|
244 | $11,807 |
All Filings in CG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,807 | 244 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,304 | 242 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,048 | 240 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,284 | 239 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||