Position in CG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$478,748
-$60,558 QoQ
Shares Held
11,369
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#314
of 579 holders
Holding Since
Mar 2024
9 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, 2026Everhart Financial Group, Inc. holds $3,223,799 across 7 Asset Management names. CG ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,227 | $1,179,834 | |
| 2 | ARES |
Ares Management Corp
|
6,033 | $671,533 | |
| 3 | CG |
Carlyle Group Inc.
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|
11,369 | $478,748 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,901 | $266,253 | |
| 5 | BX |
Blackstone Inc.
|
2,238 | $263,345 | |
| 6 | AMP |
Ameriprise Financial Inc
|
498 | $228,462 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
12,477 | $135,624 |
All Filings in CG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,748 | 11,369 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $539,306 | 11,145 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $771,444 | 13,051 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $573,140 | 9,141 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $380,205 | 7,397 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $297,806 | 6,832 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $351,864 | 6,969 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $262,149 | 6,088 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $216,114 | 4,607 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||