Question 1

Does Creative Planning own CGBD stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Creative Planning holds 3,086,927 shares of CGBD (Carlyle Secured Lending), worth $32.5M.

Question 2

How many shares of CGBD does Creative Planning own?

Accepted Answer

As of its Q2 2026 13F, Creative Planning holds 3,086,927 shares of CGBD (Carlyle Secured Lending).

Question 3

What is Creative Planning's CGBD position worth?

Accepted Answer

As of its Q2 2026 13F, Creative Planning's CGBD position is worth $32.5M.

Question 4

Is Creative Planning buying or selling CGBD?

Accepted Answer

In Q2 2026, Creative Planning reduced its CGBD position by 145,059 shares (-4.5%).

Question 5

When did Creative Planning first buy CGBD?

Accepted Answer

Creative Planning first reported CGBD in its Q1 2021 13F and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.1M	-4.5%	$32.5M	0.0%	$10.20	0
2026-Q1	Decreased	3.2M	-6.8%	$35.4M	0.0%	$10.25	0
2025-Q4	Decreased	3.5M	-25.2%	$43.3M	0.0%	$11.29	0
2025-Q3	Decreased	4.6M	-5.8%	$57.9M	0.0%	$10.95	0
2025-Q2	Increased	4.9M	+0.9%	$67.3M	0.1%	$11.61	30
2025-Q1	Increased	4.9M	+363x	$78.8M	0.1%	$13.34	48
2024-Q4	New	13,389	-	$240,065	0.0%	$14.39	32
2021-Q2	Exited	0	-100.0%	$0	0.0%	$7.06	0
2021-Q1	New	12,560	-	$166,000	0.0%	$6.86	31

CGBD9 quarters

CGBD
9 quarters