CFO4Life Group’s TriplePoint Venture Growth BDC TPVG Stock Holding History

CFO4Life Group’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
2026 Q1	–	Sell	-13,610	Closed	-$89K	–	245
2025 Q4	$89K	Hold	13,610	–	–	0.01%	237
2025 Q3	$78.5K	Hold	13,610	–	–	0.01%	230
2025 Q2	$95.4K	Hold	13,610	–	–	0.01%	224
2025 Q1	$95K	Hold	13,610	–	–	0.02%	215
2024 Q4	$100K	Hold	13,610	–	–	0.02%	215
2024 Q3	$96.1K	Buy	13,610 +2,110	+18%	+$16.5K	0.02%	218
2024 Q2	$92.3K	Buy	11,500 +1,500	+15%	+$13.7K	0.02%	202
2024 Q1	$94.8K	Hold	10,000	–	–	0.02%	195
2023 Q4	$109K	Hold	10,000	–	–	0.02%	178
2023 Q3	$105K	Hold	10,000	–	–	0.02%	161
2023 Q2	$118K	Buy	+10,000	New	+$113K	0.03%	169

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

CFO4Life Group's TPVG Position: Q1 2026 in Review

CFO4Life Group sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2026, closing a stake of 13,610 shares — an estimated $89K sold.

CFO4Life Group first reported a position in TPVG in Q2 2023 and held it in 11 quarters. The position peaked at $118K in Q2 2023. 73 funds tracked by Wall St. Rank hold TPVG as of Q1 2026.

CFO4Life Group reported no remaining TriplePoint Venture Growth BDC position as of Q1 2026 after selling out during the quarter.
CFO4Life Group sold 13,610 TriplePoint Venture Growth BDC shares in Q1 2026, an estimated $89K.
CFO4Life Group first reported a position in TriplePoint Venture Growth BDC in Q2 2023 and held it in 11 quarters.
CFO4Life Group's TriplePoint Venture Growth BDC position peaked at $118K in Q2 2023.
73 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.