Creative Planning
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Creative Planning’s Triumph Group TGI Stock Holding History

Creative Planning’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
-16,151
Closed -$416K – 4014
2025
Q2 		$416K Buy
16,151
+3,116
+24% +$79.4K ﹤0.01% 2629
2025
Q1 		$330K Buy
13,035
+10,874
+503% +$252K ﹤0.01% 2663
2024
Q4 		$40.3K Sell
2,161
-14,687
-87% -$244K ﹤0.01% 3270
2024
Q3 		$217K Buy
16,848
+412
+3% +$5.97K ﹤0.01% 2770
2024
Q2 		$253K Buy
+16,436
New +$234K ﹤0.01% 2497
2017
Q3 		– Sell
-2,512
Closed -$79K – 3535
2017
Q2 		$79K Sell
2,512
-203
-7% -$5.65K ﹤0.01% 2159
2017
Q1 		$70K Sell
2,715
-796
-23% -$20.8K ﹤0.01% 2214
2016
Q4 		$93K Buy
3,511
+203
+6% +$5.4K ﹤0.01% 1922
2016
Q3 		$92K Sell
3,308
-203
-6% -$6.55K ﹤0.01% 1905
2016
Q2 		$125K Sell
3,511
-1,500
-30% -$54.3K ﹤0.01% 1532
2016
Q1 		$158K Buy
5,011
+101
+2% +$3.07K ﹤0.01% 1342
2015
Q4 		$195K Buy
4,910
+545
+12% +$22K ﹤0.01% 1215
2015
Q3 		$184K Buy
+4,365
New +$234K ﹤0.01% 1235
2013
Q4 		– Sell
-60
Closed -$4K – 3467
2013
Q3 		$4K Hold
60
– – ﹤0.01% 2818
2013
Q2 		$5K Buy
+60
New +$4.65K ﹤0.01% 2558

Other funds holding TGI

CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's TGI Position: Q3 2025 in Review

Creative Planning sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 16,151 shares — an estimated $416K sold.

Creative Planning first reported a position in TGI in Q2 2013 and held it in 15 quarters. The position peaked at $416K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • Creative Planning reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 16,151 Triumph Group shares in Q3 2025, an estimated $416K.
  • Creative Planning first reported a position in Triumph Group in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Triumph Group position peaked at $416K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.