Position in CG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,051,443
-$155,984 QoQ
Shares Held
24,969
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#232
of 579 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Onyx Bridge Wealth Group LLC holds $8,964,265 across 20 Asset Management names. CG ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
68,870 | $1,251,367 | |
| 2 | CG |
Carlyle Group Inc.
This page
|
24,969 | $1,051,443 | |
| 3 | ARCC |
Ares Capital Corp
|
56,523 | $1,047,371 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
77,219 | $994,580 | |
| 5 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
113,342 | $970,207 | |
| 6 | BX |
Blackstone Inc.
|
4,081 | $480,210 | |
| 7 | BLK |
BlackRock, Inc.
|
481 | $462,509 | |
| 8 | FSK |
FS KKR Capital Corp
|
39,065 | $410,182 |
All Filings in CG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,443 | 24,969 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||