CWM
TGI

Cornerstone Wealth Management’s Triumph Group TGI Stock Holding History

Cornerstone Wealth Management’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
-16,354
Closed -$421K – 699
2025
Q2 		$421K Buy
16,354
+500
+3% +$12.7K 0.03% 430
2025
Q1 		$402K Sell
15,854
-110
-0.7% -$2.55K 0.03% 417
2024
Q4 		$298K Buy
15,964
+580
+4% +$9.63K 0.02% 470
2024
Q3 		$198K Hold
15,384
– – 0.01% 546
2024
Q2 		$237K Hold
15,384
– – 0.02% 477
2024
Q1 		$231K Sell
15,384
-1,000
-6% -$14.9K 0.02% 490
2023
Q4 		$272K Sell
16,384
-1,000
-6% -$10.1K 0.02% 430
2023
Q3 		$133K Sell
17,384
-400
-2% -$3.91K 0.01% 512
2023
Q2 		$220K Hold
17,784
– – 0.02% 467
2023
Q1 		$206K Buy
+17,784
New +$202K 0.02% 450
2022
Q3 		$187K Sell
21,774
-850
-4% -$11.1K 0.02% 422
2022
Q2 		$301K Sell
22,624
-4,380
-16% -$83K 0.03% 353
2022
Q1 		$683K Sell
27,004
-1,900
-7% -$42.2K 0.07% 228
2021
Q4 		$543K Hold
28,904
– – 0.05% 273
2021
Q3 		$538K Buy
28,904
+880
+3% +$16.4K 0.06% 261
2021
Q2 		$581K Sell
28,024
-2,500
-8% -$46.1K 0.06% 264
2021
Q1 		$561K Hold
30,524
– – 0.07% 256
2020
Q4 		$383K Sell
30,524
-2,250
-7% -$23.4K 0.05% 288
2020
Q3 		$213K Buy
+32,774
New +$243K 0.03% 361
2018
Q4 		– Sell
-160,687
Closed -$4.94M – 1066
2018
Q3 		$4.94M Buy
+160,687
New +$3.36M 0.06% 293

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

Cornerstone Wealth Management's TGI Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 16,354 shares — an estimated $421K sold.

Cornerstone Wealth Management first reported a position in TGI in Q3 2018 and held it in 20 quarters. The position peaked at $4.94M in Q3 2018. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 16,354 Triumph Group shares in Q3 2025, an estimated $421K.
  • Cornerstone Wealth Management first reported a position in Triumph Group in Q3 2018 and held it in 20 quarters.
  • Cornerstone Wealth Management's Triumph Group position peaked at $4.94M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.