Back to CGBD
Creative Planning CGBD Position History
Carlyle Secured Lending, Inc.
Quarters held
11
Latest value
$31.8M
Q3 2026
Peak value
$57.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $66K |
| Q3 2025 | $57.8M |
| Q3 2025 | $2.5M |
| Q3 2025 | $60K |
| Q4 2025 | $43.3M |
| Q4 2025 | $2.6M |
| Q1 2026 | $35.4M |
| Q2 2026 | $38K |
| Q2 2026 | $32.5M |
| Q3 2026 | $39K |
| Q3 2026 | $31.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31.8M | 2.97M | — | — |
| Q3 2026 | $39K | 3.6K | — | — |
| Q2 2026 | $32.5M | 3.08M | — | — |
| Q2 2026 | $38K | 3.6K | — | — |
| Q1 2026 | $35.4M | 3.23M | — | — |
| Q4 2025 | $2.6M | 94.7K | — | — |
| Q4 2025 | $43.3M | 3.47M | — | — |
| Q3 2025 | $60K | 4.8K | — | — |
| Q3 2025 | $2.5M | 76.0K | — | — |
| Q3 2025 | $57.8M | 4.63M | — | — |
| Q3 2025 | $66K | 2.0K | — | — |