CWM
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Copia Wealth Management’s Targa Resources TRGP Stock Holding History

Copia Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55K Hold
205
– – 0.03% 205
2026
Q1 		$51.4K Hold
205
– – 0.04% 201
2025
Q4 		$37.8K Hold
205
– – 0.03% 221
2025
Q3 		$34.3K Hold
205
– – 0.03% 219
2025
Q2 		$35.7K Hold
205
– – 0.03% 188
2025
Q1 		$41.1K Hold
205
– – 0.04% 170
2024
Q4 		$36.6K Buy
+205
New +$36.8K 0.03% 165

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copia Wealth Management's TRGP Position: Q2 2026 in Review

Copia Wealth Management held its Targa Resources (TRGP) position steady in Q2 2026 at 205 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #205.

Copia Wealth Management first reported a position in TRGP in Q4 2024 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Copia Wealth Management held 205 shares of Targa Resources worth $55K as of Q2 2026.
  • Copia Wealth Management left its Targa Resources share count unchanged in Q2 2026.
  • Targa Resources made up 0.03% of Copia Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Copia Wealth Management first reported a position in Targa Resources in Q4 2024 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.