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CGBDCGBD
18 quarters

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

Cetera Investment Advisers holds 103,761 shares of CGBD (CARLYLE SECURED LENDING INC), worth $1.1M as of 2026-Q2. The position was increased (+9.3% shares). CGBD represents 0.0% of Cetera Investment Advisers's portfolio.

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%$10.53
28
2026-Q1
Increased
94,894
+25.0%
$1M0.0%$11.12
31
2025-Q4
Decreased
75,920
-5.9%
$948,2460.0%$12.31
0
2025-Q3
Increased
80,689
+20.2%
$1M0.0%$12.16
30
2025-Q2
Increased
67,124
+15.3%
$918,2580.0%$12.69
29
2025-Q1
Increased
58,195
+28.3%
$941,5970.0%$15.24
31
2024-Q4
Decreased
45,352
-6.7%
$813,1640.0%$15.81
0
2024-Q3
Increased
48,592
+31.4%
$824,6090.0%$14.76
31
2024-Q2
Increased
36,995
+22.6%
$656,2940.0%$14.95
30
2024-Q1
Increased
30,172
+198.6%
$491,2030.0%$13.36
39
2023-Q4
New
10,105
-
$151,1710.0%$11.92
31
2022-Q4
Exited
0
-100.0%
$00.0%$10.10
0
2022-Q3
Increased
22,966
+16.7%
$263,0000.0%$7.91
27
2022-Q2
Increased
19,682
+6.1%
$250,0000.0%$8.35
25
2022-Q1
Decreased
18,543
-1.1%
$267,0000.0%$9.24
0
2021-Q4
Increased
18,747
+66.6%
$257,0000.0%$8.46
34
2021-Q3
Unchanged
11,255
0.0%
$151,0000.0%$8.22
0
2021-Q2
New
11,255
-
$149,0000.0%$7.84
31

Other major holders of CGBD: Steward Partners Investment Advisory, LLC, Creative Planning

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