EWM
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Elevatus Welath Management’s Trinity Capital Inc TRIN Stock Holding History

Elevatus Welath Management’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
11,613
+122
+1% +$2.01K 0.05% 242
2026
Q1 		$169K Buy
11,491
+253
+2% +$3.91K 0.09% 138
2025
Q4 		$165K Buy
11,238
+120
+1% +$1.79K 0.05% 154
2025
Q3 		$172K Buy
+11,118
New +$172K 0.05% 127

Other funds holding TRIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Elevatus Welath Management's TRIN Position: Q2 2026 in Review

Elevatus Welath Management increased its Trinity Capital Inc (TRIN) stake by 1.1% in Q2 2026, buying an estimated $2.01K and bringing the position to 11,613 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #242.

Elevatus Welath Management first reported a position in TRIN in Q3 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold TRIN as of Q2 2026.

  • Elevatus Welath Management held 11,613 shares of Trinity Capital Inc worth $208K as of Q2 2026.
  • Elevatus Welath Management bought 122 Trinity Capital Inc shares in Q2 2026, an estimated $2.01K.
  • Trinity Capital Inc made up 0.05% of Elevatus Welath Management's portfolio in Q2 2026, its #242 holding.
  • Elevatus Welath Management first reported a position in Trinity Capital Inc in Q3 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Trinity Capital Inc as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.