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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CGBD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CGBD Position History
Carlyle Secured Lending, Inc.
Quarters held
7
Latest value
$293K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $147K |
| Q3 2025 | $1M |
| Q4 2025 | $364K |
| Q4 2025 | $798K |
| Q1 2026 | $184K |
| Q2 2026 | $177K |
| Q3 2026 | $293K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $293K | 27.8K | — | — |
| Q2 2026 | $177K | 16.8K | — | — |
| Q1 2026 | $184K | 16.8K | — | — |
| Q4 2025 | $798K | 29.9K | — | — |
| Q4 2025 | $364K | 28.8K | — | — |
| Q3 2025 | $1M | 30.5K | — | — |
| Q3 2025 | $147K | 12.1K | — | — |