Question 1

How many shares of CGBD does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 3.1M shares of CGBD (CARLYLE SECURED LENDING INC).

Question 2

What is Creative Planning's CGBD position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's CGBD position is worth $32.5M.

Question 3

Is Creative Planning buying or selling CGBD?

Accepted Answer

In 2026-Q2, Creative Planning decreased their CGBD position (-4.5% change in shares).

Question 4

When did Creative Planning first buy CGBD?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in CGBD in 2021-Q1. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.1M	-4.5%	$32.5M	0.0%	$10.53	0
2026-Q1	Decreased	3.2M	-6.8%	$35.4M	0.0%	$11.12	0
2025-Q4	Decreased	3.5M	-25.2%	$43.3M	0.0%	$12.31	0
2025-Q3	Decreased	4.6M	-5.8%	$57.9M	0.0%	$12.16	0
2025-Q2	Increased	4.9M	+0.9%	$67.3M	0.1%	$12.69	30
2025-Q1	Increased	4.9M	+363x	$78.8M	0.1%	$15.24	48
2024-Q4	New	13,389	-	$240,065	0.0%	$15.81	32
2021-Q2	Exited	0	-100.0%	$0	0.0%	$7.84	0
2021-Q1	New	12,560	-	$166,000	0.0%	$7.65	31

CGBD9 quarters

CGBD
9 quarters