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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

CG holding history

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

CG overviewAll 13F holders of CGFull Q2 2026 holdings

Shares (Q2 2026)
5,809
Value
$244.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CG by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,809$244.6K<0.1%−47−0.8%ReducedHolders
Q1 20265,856$283.4K<0.1%−298−4.8%ReducedHolders
Q4 20256,154$363.7K<0.1%−107−1.7%ReducedHolders
Q3 20256,261$392.5K<0.1%+20.0%AddedHolders
Q2 20256,259$321.7K<0.1%+30.0%AddedHolders
Q1 20256,256$272.7K<0.1%−897−12.5%ReducedHolders
Q4 20247,153$361.2K<0.1%−298−4.0%ReducedHolders
Q3 20247,451$320.8K<0.1%−297−3.8%ReducedHolders
Q2 20247,748$311.1K<0.1%−97−1.2%ReducedHolders
Q1 20247,845$368.0K<0.1%00.0%UnchangedHolders
Q4 20237,845$319.2K<0.1%−45−0.6%ReducedHolders
Q3 20237,890$238.0K<0.1%−300−3.7%ReducedHolders
Q2 20238,190$261.7K<0.1%−700−7.9%ReducedHolders
Q1 20238,890$276.1K<0.1%+50+0.6%AddedHolders
Q4 20228,840$264.0K<0.1%+200+2.3%AddedHolders
Q3 20228,640$223.0K<0.1%−974−10.1%ReducedHolders
Q2 20229,614$304.0K<0.1%+661+7.4%AddedHolders
Q1 20228,953$438.0K<0.1%+3,138+54.0%AddedHolders
Q4 20215,815$319.0K<0.1%−200−3.3%ReducedHolders
Q3 20216,015$284.0K<0.1%−200−3.2%ReducedHolders
Q2 20216,215$289.0K<0.1%00.0%UnchangedHolders
Q1 20216,215$228.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.