Altus Wealth Group
TY icon

Altus Wealth Group’s TRI-Continental Corp TY Stock Holding History

Altus Wealth Group’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$996K Sell
29,014
-300
-1% -$10.5K 0.37% 43
2026
Q2 		$1.01M Sell
29,314
-300
-1% -$10.3K 0.36% 49
2026
Q1 		$936K Sell
29,614
-568
-2% -$18.6K 0.38% 54
2025
Q4 		$986K Sell
30,182
-669
-2% -$22.6K 0.39% 47
2025
Q3 		$1.05M Hold
30,851
– – 0.43% 47
2025
Q2 		$977K Sell
30,851
-1,825
-6% -$55.3K 0.43% 47
2025
Q1 		$1M Sell
32,676
-2,126
-6% -$67.7K 0.47% 44
2024
Q4 		$1.1M Sell
34,802
-440
-1% -$14.6K 0.49% 46
2024
Q3 		$1.16M Sell
35,242
-782
-2% -$24.8K 0.5% 45
2024
Q2 		$1.12M Buy
36,024
+2,825
+9% +$85.7K 0.56% 43
2024
Q1 		$1.02M Buy
33,199
+7,025
+27% +$207K 0.51% 50
2023
Q4 		$755K Buy
26,174
+16
+0.1% +$435 0.42% 59
2023
Q3 		$696K Buy
26,158
+583
+2% +$16.1K 0.44% 57
2023
Q2 		$701K Buy
25,575
+965
+4% +$25.6K 0.43% 57
2023
Q1 		$653K Buy
24,610
+14
+0.1% +$375 0.44% 59
2022
Q4 		$630K Buy
24,596
+345
+1% +$9.22K 0.48% 58
2022
Q3 		$809K Hold
24,251
– – 0.8% 33
2022
Q2 		$809K Buy
24,251
+2,623
+12% +$75.3K 0.8% 33
2022
Q1 		$667K Sell
21,628
-2,617
-11% -$81.1K 0.55% 43
2021
Q4 		$805K Sell
24,245
-6
-0% -$206 0.66% 36
2021
Q3 		$809K Buy
24,251
+6,078
+33% +$208K 0.8% 33
2021
Q2 		$620K Buy
18,173
+8
+0% +$271 0.61% 41
2021
Q1 		$613K Sell
18,165
-2,434
-12% -$75.2K 0.61% 39
2020
Q4 		$607K Buy
+20,599
New +$576K 0.58% 34

Other funds holding TY

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Stolper & Co
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Whitener Capital Management
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Altus Wealth Group's TY Position: Q3 2026 in Review

Altus Wealth Group reduced its TRI-Continental Corp (TY) stake by 1% in Q3 2026, selling an estimated $10.5K and leaving 29,014 shares worth $996K. The position accounts for 0.37% of the portfolio, ranked #43.

Altus Wealth Group first reported a position in TY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q3 2024. 29 funds tracked by Wall St. Rank hold TY as of Q3 2026.

  • Altus Wealth Group held 29,014 shares of TRI-Continental Corp worth $996K as of Q3 2026.
  • Altus Wealth Group sold 300 TRI-Continental Corp shares in Q3 2026, an estimated $10.5K.
  • TRI-Continental Corp made up 0.37% of Altus Wealth Group's portfolio in Q3 2026, its #43 holding.
  • Altus Wealth Group first reported a position in TRI-Continental Corp in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's TRI-Continental Corp position peaked at $1.16M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.