Allen Mooney & Barnes Investment Advisors LLC

Position in CG — Carlyle Group Inc.

CIK 2001461 Thomasville, GA

Position in CG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$10,043,235

-$2,477,000 QoQ

Shares Held

238,500

-7.8% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

1.73%

of 13F equity value

Holder Rank

#83

of 579 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $11,099,209 across 5 Asset Management names. CG ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CG	Carlyle Group Inc. This page	238,500	$10,043,235
2	BLK	BlackRock, Inc.	715	$687,515
3	TROW	Price T Rowe Group Inc	1,775	$201,799
4	BDJ	BlackRock Enhanced Equity Dividend Trust	10,000	$95,700
5	JQC	Nuveen Credit Strategies Income Fund	14,601	$70,960

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,043,235	238,500	-7.8%	Shares	Sole	2026-07-13
2026-03-31	$12,520,235	258,736	+2.5%	Shares	Sole	2026-04-13
2025-12-31	$14,914,221	252,313	+2.1%	Shares	Sole	2026-01-21
2025-09-30	$15,498,750	247,189	-21.4%	Shares	Sole	2025-10-15
2025-06-30	$16,161,907	314,434	+2.6%	Shares	Sole	2025-07-08
2025-03-31	$13,354,275	306,361	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.