Bogart Wealth LLC
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Bogart Wealth LLC’s Tredegar Corp TG Stock Holding History

Bogart Wealth LLC’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244 Hold
36
– – ﹤0.01% 1925
2026
Q2 		$283 Hold
36
– – ﹤0.01% 1877
2026
Q1 		$282 Hold
36
– – ﹤0.01% 1675
2025
Q4 		$255 Hold
36
– – ﹤0.01% 1529
2025
Q3 		$285 Hold
36
– – ﹤0.01% 1472
2025
Q2 		$313 Hold
36
– – ﹤0.01% 1389
2025
Q1 		$273 Hold
36
– – ﹤0.01% 1337
2024
Q4 		$273 Hold
36
– – ﹤0.01% 1302
2024
Q3 		$259 Hold
36
– – ﹤0.01% 1093
2024
Q2 		$170 Hold
36
– – ﹤0.01% 1091
2024
Q1 		$232 Buy
+36
New +$175 ﹤0.01% 1041
2023
Q2 		– Sell
-101
Closed -$927 – 1126
2023
Q1 		$927 Buy
101
+1
+1% +$11 ﹤0.01% 991
2022
Q4 		$1.02K Buy
100
+49
+96% +$512 ﹤0.01% 856
2022
Q3 		$0 Buy
51
+1
+2% +$10 ﹤0.01% 1137
2022
Q2 		$1K Buy
+50
New +$580 ﹤0.01% 869

Other funds holding TG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Bogart Wealth LLC's TG Position: Q3 2026 in Review

Bogart Wealth LLC held its Tredegar Corp (TG) position steady in Q3 2026 at 36 shares worth $244. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Bogart Wealth LLC first reported a position in TG in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.02K in Q4 2022. 61 funds tracked by Wall St. Rank hold TG as of Q3 2026.

  • Bogart Wealth LLC held 36 shares of Tredegar Corp worth $244 as of Q3 2026.
  • Bogart Wealth LLC left its Tredegar Corp share count unchanged in Q3 2026.
  • Tredegar Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1925 holding.
  • Bogart Wealth LLC first reported a position in Tredegar Corp in Q2 2022 and has held it in 15 quarters since.
  • Bogart Wealth LLC's Tredegar Corp position peaked at $1.02K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Tredegar Corp as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.