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EverSource Wealth Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-10,000
Closed -$57.7K – 4449
2025
Q3 		$57.7K Hold
10,000
– – ﹤0.01% 1601
2025
Q2 		$70.1K Hold
10,000
– – ﹤0.01% 1398
2025
Q1 		$69.8K Hold
10,000
– – ﹤0.01% 1071
2024
Q4 		$73.8K Buy
10,000
+2,000
+25% +$14.7K ﹤0.01% 1022
2024
Q3 		$56.5K Buy
8,000
+1,000
+14% +$7.8K ﹤0.01% 1017
2024
Q2 		$61.8K Buy
+7,000
New +$64.1K ﹤0.01% 994

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EverSource Wealth Advisors's TPVG Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q4 2025, closing a stake of 10,000 shares — an estimated $57.7K sold.

EverSource Wealth Advisors first reported a position in TPVG in Q2 2024 and held it in 6 quarters. The position peaked at $73.8K in Q4 2024. 75 funds tracked by Wall St. Rank hold TPVG as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10,000 TriplePoint Venture Growth BDC shares in Q4 2025, an estimated $57.7K.
  • EverSource Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q2 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $73.8K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.