PROATHLETE WEALTH MANAGEMENT LLC

Position in CG — Carlyle Group Inc.

CIK 2012065 BOCA RATON, FL

Position in CG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,506

-$1,865 QoQ

Shares Held

297

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#488

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

PROATHLETE WEALTH MANAGEMENT LLC holds $338,562 across 5 Asset Management names. CG ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	207	$199,042
2	BX	Blackstone Inc.	616	$72,484
3	APO	Apollo Global Management, Inc.	426	$50,400
4	CG	Carlyle Group Inc. This page	297	$12,506
5	KKR	KKR & Co. Inc.	45	$4,130

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,506	297	0.0%	Shares	Sole	2026-07-21
2026-03-31	$14,371	297	0.0%	Shares	Sole	2026-04-27
2025-12-31	$17,555	297	0.0%	Shares	Sole	2026-01-28
2025-09-30	$18,621	297	0.0%	Shares	Sole	2025-10-07
2025-06-30	$15,265	297	0.0%	Shares	Sole	2025-07-14
2025-03-31	$12,946	297	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.