Global Retirement Partners, LLC

Pension

Position in CGBD — Carlyle Secured Lending, Inc.

CIK 1749744 San Rafael, CA

Position in CGBD

as of Dec 31, 2025 · filed Feb 6, 2026 Compact

Position Value

$992,542

-$118,808 QoQ

Shares Held

79,467

-10.6% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Dec 31, 2025

Global Retirement Partners, LLC holds $53,874,882 across 227 Asset Management names. CGBD ranks #13 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	40,603	$6,258,546
2	BLK	BlackRock, Inc.	5,557	$5,947,879
3	BXSL	Blackstone Secured Lending Fund	113,836	$2,997,301
4	AMP	Ameriprise Financial Inc	4,459	$2,186,426
5	BPRE	Bluerock Private Real Estate Fund	112,052	$1,680,780
6	ARCC	Ares Capital Corp	76,077	$1,539,037
7	APO	Apollo Global Management, Inc.	10,198	$1,476,262
8	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	60,401	$1,411,571

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.