EWP
TPG icon

Elevation Wealth Partners’s TPG TPG Stock Holding History

Elevation Wealth Partners’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.19K Buy
95
+42
+79% +$1.98K ﹤0.01% 1133
2026
Q2 		$2.15K Sell
53
-253
-83% -$10.6K ﹤0.01% 1193
2026
Q1 		$12.4K Buy
+306
New +$15.7K ﹤0.01% 467

Other funds holding TPG

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's TPG Position: Q3 2026 in Review

Elevation Wealth Partners increased its TPG (TPG) stake by 79% in Q3 2026, buying an estimated $1.98K and bringing the position to 95 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Elevation Wealth Partners first reported a position in TPG in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.4K in Q1 2026. 17 funds tracked by Wall St. Rank hold TPG as of Q3 2026.

  • Elevation Wealth Partners held 95 shares of TPG worth $4.19K as of Q3 2026.
  • Elevation Wealth Partners bought 42 TPG shares in Q3 2026, an estimated $1.98K.
  • TPG made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1133 holding.
  • Elevation Wealth Partners first reported a position in TPG in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's TPG position peaked at $12.4K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held TPG as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.