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Diversify Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Diversify Wealth Management’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
2025
Q1 		– Sell
-18,830
Closed -$142K – 551
2024
Q4 		$142K Buy
18,830
+6,553
+53% +$48.2K 0.01% 500
2024
Q3 		$81.9K Buy
+12,277
New +$95.8K 0.01% 461

Other funds holding TPVG

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Diversify Wealth Management's TPVG Position: Q1 2025 in Review

Diversify Wealth Management sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2025, closing a stake of 18,830 shares — an estimated $142K sold.

Diversify Wealth Management first reported a position in TPVG in Q3 2024 and held it in 2 quarters. The position peaked at $142K in Q4 2024. 72 funds tracked by Wall St. Rank hold TPVG as of Q1 2025.

  • Diversify Wealth Management reported no remaining TriplePoint Venture Growth BDC position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 18,830 TriplePoint Venture Growth BDC shares in Q1 2025, an estimated $142K.
  • Diversify Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q3 2024 and held it in 2 quarters.
  • Diversify Wealth Management's TriplePoint Venture Growth BDC position peaked at $142K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.