Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CGBD holding history

Carlyle Secured Lending, Inc. in every 13F filed by Evoke Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CGBD overview All 13F holders of CGBD Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of CGBD by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−22,267−100.0%	Sold out	Holders
Q3 2022	22,267	$264.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	22,267	$292.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	22,267	$329.0K	<0.1%	+22,267	New	Holders