Geneos Wealth Management’s Triumph Financial Inc TFIN Stock Holding History

Geneos Wealth Management’s Portfolio TFIN Stock Details TFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-98	Closed	-$6K	–	2536
2022 Q2	$6K	Hold	98	–	–	﹤0.01%	2142
2022 Q1	$9K	Hold	98	–	–	﹤0.01%	2135
2021 Q4	$11K	Sell	98 -2	-2%	-$240	﹤0.01%	2155
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	2239
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	2350
2021 Q1	$8K	Hold	100	–	–	﹤0.01%	2501
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	2384
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2449
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	2389
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	2299
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	2320
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	2252
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	2339
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	2269
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	2236
2018 Q3	$3K	Buy	+100	New	+$4.16K	﹤0.01%	2206
2018 Q1	–	Sell	-180	Closed	-$5K	–	2237
2017 Q4	$5K	Buy	180 +80	+80%	+$2.53K	﹤0.01%	1835
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	1914
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1957
2017 Q1	$2K	Buy	+100	New	+$2.65K	﹤0.01%	1929

Other funds holding TFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geneos Wealth Management's TFIN Position: Q3 2022 in Review

Geneos Wealth Management sold out of Triumph Financial Inc (TFIN) in Q3 2022, closing a stake of 98 shares — an estimated $6K sold.

Geneos Wealth Management first reported a position in TFIN in Q1 2017 and held it in 20 quarters. The position peaked at $11K in Q4 2021. 176 funds tracked by Wall St. Rank hold TFIN as of Q3 2022.

Geneos Wealth Management reported no remaining Triumph Financial Inc position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 98 Triumph Financial Inc shares in Q3 2022, an estimated $6K.
Geneos Wealth Management first reported a position in Triumph Financial Inc in Q1 2017 and held it in 20 quarters.
Geneos Wealth Management's Triumph Financial Inc position peaked at $11K in Q4 2021.
176 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.