Clearstead Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Clearstead Advisors’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 Q2	–	Sell	-630	Closed	-$3.14K	–	3726
2026 Q1	$3.14K	Hold	630	–	–	﹤0.01%	1806
2025 Q4	$4.12K	Buy	+630	New	+$3.77K	﹤0.01%	2051
2024 Q4	–	Sell	-12,000	Closed	-$84.7K	–	2188
2024 Q3	$84.7K	Sell	12,000 -10,000	-45%	-$78K	﹤0.01%	1065
2024 Q2	$177K	Buy	+22,000	New	+$202K	﹤0.01%	854

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's TPVG Position: Q2 2026 in Review

Clearstead Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 630 shares — an estimated $3.14K sold.

Clearstead Advisors first reported a position in TPVG in Q2 2024 and held it in 4 quarters. The position peaked at $177K in Q2 2024. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Clearstead Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
Clearstead Advisors sold 630 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $3.14K.
Clearstead Advisors first reported a position in TriplePoint Venture Growth BDC in Q2 2024 and held it in 4 quarters.
Clearstead Advisors's TriplePoint Venture Growth BDC position peaked at $177K in Q2 2024.
62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.