Retirement Wealth Solutions LLC
PensionPosition in CG — Carlyle Group Inc.
CIK 2044741
MARSHFIELD, WI
Position in CG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$15,496
-$4,053 QoQ
Shares Held
368
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#483
of 579 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $113,610 across 17 Asset Management names. CG ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
44 | $42,308 | |
| 2 | CG |
Carlyle Group Inc.
This page
|
368 | $15,496 | |
| 3 | APO |
Apollo Global Management, Inc.
|
124 | $14,670 | |
| 4 | CNS |
Cohen & Steers, Inc.
|
176 | $13,400 | |
| 5 | RJF |
Raymond James Financial Inc
|
48 | $7,297 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
102 | $5,298 | |
| 7 | TROW |
Price T Rowe Group Inc
|
32 | $3,638 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
333 | $2,913 |
All Filings in CG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,496 | 368 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $19,549 | 404 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $58,814 | 995 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $62,261 | 993 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $57,413 | 1,117 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $44,854 | 1,029 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $57,306 | 1,135 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||