Triangle Securities Wealth Management CG — CARLYLE GROUP INC

Ownership history in Triangle Securities Wealth Management  ·  16 quarters on record

AI Ownership Summary

Triangle Securities Wealth Management reported CARLYLE GROUP INC (CG) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows CG at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triangle Securities Wealth Management's position in CARLYLE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CG was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CG stock page Triangle Securities Wealth Management fund profile Triangle Securities Wealth Management full holdings
How Triangle Securities Wealth Management held CG — position size vs. price
% of Fund (quarterly)    CG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 6,430 — 0% 0.05% $255K 2026-10-14 $35.77
2026 Q2 UNCHANGED — — — 6,430 — 0% 0.05% $271K 2026-07-14 $45.16
2026 Q1 REDUCED — — — 6,430 -38 -0.6% 0.07% $311K 2026-04-20 $51.80
2025 Q4 REDUCED — — — 6,468 -300 -4.4% 0.08% $382K 2026-01-13 $64.14
2025 Q3 REDUCED 6.9% -3.1% ✅ 6,768 -502 -6.9% 0.10% $424K 2025-10-15 $57.78
2025 Q2 REDUCED — — — 7,270 -345 -4.5% 0.09% $374K 2025-07-10 $56.60
2025 Q1 UNCHANGED — — — 7,615 — 0% 0.09% $332K 2025-04-10 $35.18
2024 Q4 REDUCED 8.7% -13.1% ✅ 7,615 -730 -8.7% 0.10% $384K 2025-01-15 $51.41
2024 Q3 REDUCED 7.5% +18.1% ❌ 8,345 -675 -7.5% 0.09% $359K 2024-11-14 $48.39
2024 Q2 REDUCED — — — 9,020 -75 -0.8% 0.10% $362K 2024-07-10 $38.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CG

As of 2026 Q3 — sorted by position size

FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 1.0% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.54% Galvin, Gaustad & Stein, LLC 3Y 0.51% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.44% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.33% Sound Income Strategies, LLC 3Y 7Y 0.22% Retirement Planning Co of New England, Inc. 3Y 0.17% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.08% E&G Advisors, LLC 3Y 7Y 0.07% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.04%

FAQ About Triangle Securities Wealth Management and CG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triangle Securities Wealth Management reported owning CG?

Triangle Securities Wealth Management reported CG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CG position in Triangle Securities Wealth Management's portfolio?

The largest reported portfolio weight for CG was 0.10% in 2024 Q2.

What is the latest reported CG position on this page?

The most recent filing on this page is 2026 Q3, when Triangle Securities Wealth Management reported 6,430 shares, equal to 0.05% of portfolio, with an estimated market value of $255K.

What does the chart on this CG ownership page compare?

The chart compares Triangle Securities Wealth Management's quarterly CG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triangle Securities Wealth Management time their CG position?

Based on 13F filing dates vs. subsequent CG price moves, Triangle Securities Wealth Management correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on CG relative to SPY over the holding period was +56.2%.

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