Position in CG
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,207,427
-$267,485 QoQ
Shares Held
24,952
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Onyx Bridge Wealth Group LLC holds $10,448,443 across 20 Asset Management names. CG ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
300,920 | $2,563,838 | |
| 2 | CG |
Carlyle Group Inc.
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|
24,952 | $1,207,427 | |
| 3 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
67,940 | $1,197,782 | |
| 4 | ARCC |
Ares Capital Corp
|
54,800 | $987,496 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
74,205 | $939,435 | |
| 6 | BLK |
BlackRock, Inc.
|
497 | $477,968 | |
| 7 | BX |
Blackstone Inc.
|
4,099 | $471,343 | |
| 8 | FSK |
FS KKR Capital Corp
|
45,393 | $462,100 |
All Filings in CG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,207,427 | 24,952 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,474,912 | 24,952 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,564,427 | 24,951 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||