EWA
TGI

EverSource Wealth Advisors’s Triumph Group TGI Stock Holding History

EverSource Wealth Advisors’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
-494
Closed -$12.7K – 4473
2025
Q2 		$12.7K Buy
494
+316
+178% +$8.05K ﹤0.01% 2646
2025
Q1 		$4.51K Buy
178
+45
+34% +$1.04K ﹤0.01% 2547
2024
Q4 		$2.48K Buy
133
+15
+13% +$249 ﹤0.01% 2636
2024
Q3 		$1.52K Hold
118
– – ﹤0.01% 2618
2024
Q2 		$1.93K Hold
118
– – ﹤0.01% 2561
2024
Q1 		$1.58K Hold
118
– – ﹤0.01% 2450
2023
Q4 		$1.96K Sell
118
-114
-49% -$1.16K ﹤0.01% 2173
2023
Q3 		$1.78K Buy
232
+138
+147% +$1.35K ﹤0.01% 2046
2023
Q2 		$1.16K Buy
+94
New +$1.07K ﹤0.01% 2165
2022
Q3 		– Sell
-101
Closed -$1K – 2135
2022
Q2 		$1K Sell
101
-144
-59% -$2.73K ﹤0.01% 1674
2022
Q1 		$6K Sell
245
-2
-0.8% -$44 ﹤0.01% 1201
2021
Q4 		$5K Buy
+247
New +$4.82K ﹤0.01% 1280

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 $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's TGI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Triumph Group (TGI) in Q3 2025, closing a stake of 494 shares — an estimated $12.7K sold.

EverSource Wealth Advisors first reported a position in TGI in Q4 2021 and held it in 12 quarters. The position peaked at $12.7K in Q2 2025. 4 funds tracked by Wall St. Rank hold TGI as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Triumph Group position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 494 Triumph Group shares in Q3 2025, an estimated $12.7K.
  • EverSource Wealth Advisors first reported a position in Triumph Group in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Triumph Group position peaked at $12.7K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Triumph Group as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.