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Equibles

44 WEALTH MANAGEMENT LLC

Position in CG — Carlyle Group Inc.

CIK 1831187 EUGENE, OR
Back to CG Full portfolio

Position in CG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$498,119
-$97,610 QoQ
Shares Held
11,829
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#314
of 584 holders
Holding Since
Mar 2025
6 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, 2026

44 WEALTH MANAGEMENT LLC holds $5,086,394 across 5 Asset Management names. CG ranks #4 (9.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 2,177 $2,093,316
2 BCX
BlackRock Resources & Commodities Strategy Trust
 101,653 $1,149,695
3 AMP
Ameriprise Financial Inc
 2,425 $1,112,493
4 CG
Carlyle Group Inc.
This page 		11,829 $498,119
5 NTRS
Northern Trust Corp
 1,339 $232,771

All Filings in CG

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $498,119 11,829
2026-03-31 $595,729 12,311
2025-12-31 $733,968 12,417
2025-09-30 $1,026,148 16,366
2025-06-30 $833,296 16,212
2025-03-31 $502,156 11,520