A detailed history of Geneos Wealth Management Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 76 shares of CG stock, worth $3,882. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Holding current value
$3,882
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$37.24 - $49.74 $2,830 - $3,780
76 New
76 $3,000
Q2 2022

Jul 22, 2022

BUY
$31.64 - $49.42 $1,771 - $2,767
56 Added 7.54%
799 $25,000
Q1 2022

May 16, 2022

BUY
$40.59 - $55.57 $5,195 - $7,112
128 Added 20.81%
743 $36,000
Q4 2021

Feb 09, 2022

BUY
$46.55 - $60.14 $139 - $180
3 Added 0.49%
615 $33,000
Q3 2021

Nov 09, 2021

BUY
$43.71 - $51.07 $131 - $153
3 Added 0.49%
612 $29,000
Q2 2021

Jul 08, 2021

BUY
$37.3 - $46.98 $149 - $187
4 Added 0.66%
609 $28,000
Q4 2020

May 19, 2021

BUY
$24.88 - $31.44 $223 - $282
9 Added 1.51%
605 $22,000
Q3 2020

Sep 07, 2021

SELL
$23.57 - $29.61 $5,279 - $6,632
-224 Reduced 27.32%
596 $14,000
Q2 2020

Sep 07, 2021

SELL
$19.71 - $30.94 $39,301 - $61,694
-1,994 Reduced 70.86%
820 $21,000
Q1 2020

Sep 07, 2021

BUY
$17.08 - $34.45 $48,063 - $96,942
2,814 New
2,814 $64,000

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 $18.5B
  • 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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