Carson Wealth (CWM LLC)
TGI

Carson Wealth (CWM LLC)’s Triumph Group TGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,181
Closed -$82K – 5540
2025
Q2 		$82K Sell
3,181
-23
-0.7% -$586 ﹤0.01% 2892
2025
Q1 		$81K Buy
3,204
+291
+10% +$6.74K ﹤0.01% 2600
2024
Q4 		$54K Sell
2,913
-534
-15% -$8.87K ﹤0.01% 2747
2024
Q3 		$44K Sell
3,447
-1,699
-33% -$24.6K ﹤0.01% 2792
2024
Q2 		$79K Buy
5,146
+4,249
+474% +$60.5K ﹤0.01% 2148
2024
Q1 		$13K Buy
897
+218
+32% +$3.25K ﹤0.01% 3201
2023
Q4 		$11K Buy
679
+217
+47% +$2.2K ﹤0.01% 3150
2023
Q3 		$4K Buy
462
+305
+194% +$2.98K ﹤0.01% 3604
2023
Q2 		$2K Hold
157
– – ﹤0.01% 3854
2023
Q1 		$2K Sell
157
-67
-30% -$763 ﹤0.01% 3701
2022
Q4 		$2K Buy
224
+195
+672% +$2.02K ﹤0.01% 3629
2022
Q3 		$0 Sell
29
-136
-82% -$1.78K ﹤0.01% 4180
2022
Q2 		$2K Sell
165
-4
-2% -$76 ﹤0.01% 3416
2022
Q1 		$4K Hold
169
– – ﹤0.01% 2968
2021
Q4 		$3K Buy
+169
New +$3.3K ﹤0.01% 3038

Other funds holding TGI

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TGI Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 3,181 shares — an estimated $82K sold.

Carson Wealth (CWM LLC) first reported a position in TGI in Q4 2021 and held it in 15 quarters. The position peaked at $82K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,181 Triumph Group shares in Q3 2025, an estimated $82K.
  • Carson Wealth (CWM LLC) first reported a position in Triumph Group in Q4 2021 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Triumph Group position peaked at $82K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.