Western Pacific Wealth Management, LP

Position in CG — Carlyle Group Inc.

CIK 1907320 Lake Forest, IL

Position in CG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$104,348

-$33,515 QoQ

Shares Held

2,478

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#429

of 579 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $453,594 across 6 Asset Management names. CG ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	11,261	$208,666
2	CG	Carlyle Group Inc. This page	2,478	$104,348
3	STK	Columbia Seligman Premium Technology Growth Fund, Inc.	1,500	$80,805
4	KKR	KKR & Co. Inc.	387	$35,518
5	BX	Blackstone Inc.	182	$21,415
6	TROW	Price T Rowe Group Inc	25	$2,842

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$104,348	2,478	-13.0%	Shares	Sole	2026-08-07
2026-03-31	$137,863	2,849	0.0%	Shares	Sole	2026-04-17
2025-12-31	$168,404	2,849	-15.1%	Shares	Sole	2026-02-04
2025-09-30	$210,421	3,356	0.0%	Shares	Sole	2025-10-21
2025-06-30	$172,498	3,356	+0.3%	Shares	Sole	2025-07-10
2025-03-31	$145,895	3,347	-7.4%	Shares	Sole	2025-04-17
2024-12-31	$182,420	3,613	+10.0%	Shares	Sole	2025-01-24
2024-09-30	$141,409	3,284	+10.6%	Shares	Sole	2024-10-31
2024-06-30	$119,245	2,970	+21.4%	Shares	Sole	2024-08-14
2024-03-31	$114,788	2,447	+14.7%	Shares	Sole	2024-05-15
2023-12-31	$86,832	2,134	+22.4%	Shares	Sole	2024-02-09
2023-09-30	$52,568	1,743	+8.4%	Shares	Sole	2023-10-26
2023-06-30	$51,375	1,608	+43.6%	Shares	Sole	2023-08-08
2023-03-31	$34,787	1,120	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.