Focus Partners Wealth
TPG icon

Focus Partners Wealth’s TPG TPG Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-3,636
Closed -$228K – 2026
2024
Q4 		$228K Buy
+3,636
New +$239K ﹤0.01% 1667

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Capital International Investors
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Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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Capital World Investors
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T. Rowe Price Investment Management
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Focus Partners Wealth's TPG Position: Q1 2025 in Review

Focus Partners Wealth sold out of TPG (TPG) in Q1 2025, closing a stake of 3,636 shares — an estimated $228K sold.

Focus Partners Wealth first reported a position in TPG in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 250 funds tracked by Wall St. Rank hold TPG as of Q1 2025.

  • Focus Partners Wealth reported no remaining TPG position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 3,636 TPG shares in Q1 2025, an estimated $228K.
  • Focus Partners Wealth first reported a position in TPG in Q4 2024 and held it in 1 quarter.
  • Focus Partners Wealth's TPG position peaked at $228K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held TPG as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.