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CGBDCGBD
18 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in CARLYLE SECURED LENDING INC

Yes. Cetera Investment Advisers holds 103,761 shares of CGBD (Carlyle Secured Lending), worth $1.1M, as of its Q2 2026 13F filing. It increased the position by 8,867 shares (+9.3%) from Q1 2026. Cetera Investment Advisers has held CGBD since Q4 2023, across 11 quarterly 13F filings.

Current Value

$1.1M

Current Shares

103,761

Total Value Change

+$943,606

Total Shares Change

+92,506

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
103,761
+9.3%
$1.1M0.0%$10.20
28
2026-Q1
Increased
94,894
+25.0%
$1M0.0%$10.25
31
2025-Q4
Decreased
75,920
-5.9%
$948,2460.0%$11.29
0
2025-Q3
Increased
80,689
+20.2%
$1M0.0%$10.95
30
2025-Q2
Increased
67,124
+15.3%
$918,2580.0%$11.61
29
2025-Q1
Increased
58,195
+28.3%
$941,5970.0%$13.34
31
2024-Q4
Decreased
45,352
-6.7%
$813,1640.0%$14.39
0
2024-Q3
Increased
48,592
+31.4%
$824,6090.0%$13.28
31
2024-Q2
Increased
36,995
+22.6%
$656,2940.0%$13.51
30
2024-Q1
Increased
30,172
+198.6%
$491,2030.0%$12.08
39
2023-Q4
New
10,105
-
$151,1710.0%$10.78
31
2022-Q4
Exited
0
-100.0%
$00.0%$9.13
0
2022-Q3
Increased
22,966
+16.7%
$263,0000.0%$7.08
27
2022-Q2
Increased
19,682
+6.1%
$250,0000.0%$7.61
25
2022-Q1
Decreased
18,543
-1.1%
$267,0000.0%$8.36
0
2021-Q4
Increased
18,747
+66.6%
$257,0000.0%$7.76
34
2021-Q3
Unchanged
11,255
0.0%
$151,0000.0%$7.37
0
2021-Q2
New
11,255
-
$149,0000.0%$7.06
31

Other major holders of CGBD: Creative Planning, HighTower Advisors, LLC

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