Jessup Wealth Management, Inc / CG
Jessup Wealth Management, Inc’s Carlyle Group Inc Position
Does Jessup Wealth Management, Inc own Carlyle Group Inc (CG)? Not currently — the last reported position was 162.7K shares worth $8M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$8M
Q1 2024
Shares
162.7K
% of Portfolio
+3.27%
Quarters Held
1
position exited
Position History CG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 162.7K | $8M | +3.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of CG.