Position history for Creative Planning's holdings in CARLYLE SECURED LENDING INC
Creative Planning holds 3.2M shares of CGBD (CARLYLE SECURED LENDING INC), worth $35.4M as of 2026-Q1. The position was decreased (-6.8% shares). CGBD represents 0.0% of Creative Planning's portfolio.
Current Value
$35.4M
Current Shares
3.2M
Total Value Change
+$35.1M
Total Shares Change
+3.2M
Other major holders of CGBD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, HighTower Advisors, LLC, MORGAN STANLEY
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 |