CWM
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Congress Wealth Management’s TPG TPG Stock Holding History

Congress Wealth Management’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$775K Hold
775,449
– – 0.01% 780
2025
Q1 		$775K Buy
+775,449
New +$775K 0.01% 691