Position in CG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,390
New position
Shares Held
128
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#511
of 579 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Abound Wealth Management holds $160,507 across 22 Asset Management names. CG ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
72 | $33,030 | |
| 2 | UTG |
Reaves Utility Income Fund
|
797 | $32,453 | |
| 3 | OCSL |
Oaktree Specialty Lending Corp
|
2,577 | $30,769 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
1,300 | $20,501 | |
| 5 | BLK |
BlackRock, Inc.
|
14 | $13,461 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
181 | $7,759 | |
| 7 | CG |
Carlyle Group Inc.
This page
|
128 | $5,390 | |
| 8 | BX |
Blackstone Inc.
|
36 | $4,236 |
All Filings in CG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,390 | 128 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||