A detailed history of Avion Wealth transactions in Carlyle Group Inc. stock. As of the latest transaction made, Avion Wealth holds 68 shares of CG stock, worth $3,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68
Previous 60 13.33%
Holding current value
$3,626
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$52.82 - $69.35 $422 - $554
8 Added 13.33%
68 $4,000
Q2 2025

Jul 30, 2025

BUY
$34.78 - $51.4 $2,086 - $3,084
60 New
60 $3,000
Q4 2024

Jan 29, 2025

BUY
$43.2 - $54.81 $259 - $328
6 Added 15.79%
44 $2,000
Q4 2023

Jan 26, 2024

BUY
$27.54 - $41.99 $1,046 - $1,595
38 New
38 $2,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $19.3B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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