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

Financial Network 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
2026 Q2	$4.16K	Hold	847	–	–	﹤0.01%	580
2026 Q1	$4.23K	Hold	847	–	–	﹤0.01%	563
2025 Q4	$5.54K	Hold	847	–	–	0.01%	533
2025 Q3	$4.89K	Hold	847	–	–	0.01%	538
2025 Q2	$5.94K	Hold	847	–	–	0.01%	496
2025 Q1	$5.91K	Hold	847	–	–	0.01%	473
2024 Q4	$6.25K	Sell	847 -244	-22%	-$1.79K	0.01%	341
2024 Q3	$7.7K	Buy	1,091 +64	+6%	+$499	0.01%	485
2024 Q2	$8.25K	Buy	+1,027	New	+$9.41K	0.01%	521

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Network Wealth Advisors's TPVG Position: Q2 2026 in Review

Financial Network Wealth Advisors held its TriplePoint Venture Growth BDC (TPVG) position steady in Q2 2026 at 847 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Financial Network Wealth Advisors first reported a position in TPVG in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.25K in Q2 2024. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Financial Network Wealth Advisors held 847 shares of TriplePoint Venture Growth BDC worth $4.16K as of Q2 2026.
Financial Network Wealth Advisors left its TriplePoint Venture Growth BDC share count unchanged in Q2 2026.
TriplePoint Venture Growth BDC made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #580 holding.
Financial Network Wealth Advisors first reported a position in TriplePoint Venture Growth BDC in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's TriplePoint Venture Growth BDC position peaked at $8.25K in Q2 2024.
63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.