Benson Wealth Management INC

Position in CG — Carlyle Group Inc.

CIK 2109863 OOLTEWAH, TN, TN

Position in CG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,389

-$207 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#547

of 578 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Benson Wealth Management INC holds $103,195 across 4 Asset Management names. CG ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	2,468	$99,287
2	BLK	BlackRock, Inc.	2	$1,923
3	CG	Carlyle Group Inc. This page	33	$1,389
4	BOT	RoboStrategy, Inc.	15	$596

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,389	33	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,596	33	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,950	33	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.