Geneos Wealth Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
233
-354
| -60% | -$538K | 0.01% | 808 |
|
|
2025
Q1 | $812K | Buy |
587
+456
| +348% | +$631K | 0.01% | 741 |
|
|
2024
Q4 | $166K | Sell |
131
-21
| -14% | -$26.6K | 0.01% | 902 |
|
|
2024
Q3 | $217K | Buy |
152
+150
| +7,500% | +$214K | 0.01% | 749 |
|
|
2024
Q2 | $2.56K | Hold |
2
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $2.46K | Buy |
+2
| New | +$2.46K | ﹤0.01% | 1865 |
|
|
2019
Q1 | – | Sell |
-107
| Closed | -$35K | – | 2461 |
|
|
2018
Q4 | $35K | Buy |
107
+69
| +182% | +$22.6K | ﹤0.01% | 1265 |
|
|
2018
Q3 | $14K | Buy |
+38
| New | +$14K | ﹤0.01% | 1729 |
|
|
2017
Q1 | – | Sell |
-41
| Closed | -$10K | – | 2138 |
|
|
2016
Q4 | $10K | Buy |
41
+20
| +95% | +$4.88K | ﹤0.01% | 1436 |
|
|
2016
Q3 | $6K | Buy |
21
+11
| +110% | +$3.14K | ﹤0.01% | 1526 |
|
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1706 |
|
|
2016
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1691 |
|