Global Retirement Partners, LLC

Pension

Position in CGBD — Carlyle Secured Lending, Inc.

CIK 1749744 San Rafael, CA

Position in CGBD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$160,108

-$832,434 QoQ

Shares Held

15,205

-80.9% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#104

of 142 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. CGBD ranks #67 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	44,901	$5,283,500
2	BLK	BlackRock, Inc.	5,488	$5,277,041
3	BXSL	Blackstone Secured Lending Fund	103,935	$2,464,298
4	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	64,990	$1,699,488
5	STT	State Street Corp	9,882	$1,675,987
6	APO	Apollo Global Management, Inc.	12,053	$1,425,990
7	ARCC	Ares Capital Corp	75,075	$1,391,139
8	OTF	Blue Owl Technology Finance Corp.	121,264	$1,255,082

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,108	15,205	-80.9%	Shares	Sole	2026-08-06
2025-12-31	$992,542	79,467	-10.6%	Shares	Sole	2026-02-06
2025-09-30	$1,111,350	88,908	+9.2%	Shares	Sole	2025-10-21
2025-06-30	$1,114,277	81,453	+62.6%	Shares	Sole	2025-08-12
2024-12-31	$898,167	50,093	+3.5%	Shares	Sole	2025-01-31
2024-09-30	$821,585	48,414	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$860,301	48,495	+3.8%	Shares	Sole	2024-07-23
2024-03-31	$760,406	46,708	+9.2%	Shares	Sole	2024-04-23
2023-12-31	$639,749	42,764	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.