Atlantic Edge Private Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio TPVG Stock Details TPVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-200	Closed	-$1.4K	–	554
2025 Q2	$1.4K	Sell	200 -200	-50%	-$1.31K	﹤0.01%	480
2025 Q1	$2.79K	Hold	400	–	–	﹤0.01%	444
2024 Q4	$2.95K	Hold	400	–	–	﹤0.01%	424
2024 Q3	$2.82K	Hold	400	–	–	﹤0.01%	431
2024 Q2	$3.21K	Buy	+400	New	+$3.67K	﹤0.01%	407

Other funds holding TPVG

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Atlantic Edge Private Wealth Management's TPVG Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q3 2025, closing a stake of 200 shares — an estimated $1.4K sold.

Atlantic Edge Private Wealth Management first reported a position in TPVG in Q2 2024 and held it in 5 quarters. The position peaked at $3.21K in Q2 2024. 74 funds tracked by Wall St. Rank hold TPVG as of Q3 2025.

Atlantic Edge Private Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q3 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 200 TriplePoint Venture Growth BDC shares in Q3 2025, an estimated $1.4K.
Atlantic Edge Private Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q2 2024 and held it in 5 quarters.
Atlantic Edge Private Wealth Management's TriplePoint Venture Growth BDC position peaked at $3.21K in Q2 2024.
74 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.