Position in CG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$440,260
-$69,044 QoQ
Shares Held
10,455
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#324
of 579 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $13,455,184 across 6 Asset Management names. CG ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,553 | $4,377,982 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
64,766 | $2,904,755 | |
| 3 | BX |
Blackstone Inc.
|
23,613 | $2,778,541 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
57,388 | $2,444,154 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
14,466 | $509,492 | |
| 6 | CG |
Carlyle Group Inc.
This page
|
10,455 | $440,260 |
All Filings in CG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,260 | 10,455 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $509,304 | 10,525 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $621,600 | 10,516 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $659,165 | 10,513 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $540,368 | 10,513 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $458,130 | 10,510 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $564,478 | 11,180 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $481,410 | 11,180 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $448,877 | 11,180 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $524,453 | 11,180 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $699,054 | 17,180 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||