GWM
TGI

Geneos Wealth Management’s Triumph Group TGI Stock Holding History

Geneos Wealth Management’s Portfolio TGI Stock Details TGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40
Closed – – 2538
2022
Q2 		$0 Hold
40
– – ﹤0.01% 2790
2022
Q1 		$1K Buy
+40
New +$889 ﹤0.01% 2700
2020
Q1 		– Sell
-40
Closed -$1K – 2602
2019
Q4 		$1K Buy
+40
New +$993 ﹤0.01% 2502
2018
Q2 		– Sell
-40
Closed -$1K – 2320
2018
Q1 		$1K Hold
40
– – ﹤0.01% 2134
2017
Q4 		$1K Hold
40
– – ﹤0.01% 2133
2017
Q3 		$1K Hold
40
– – ﹤0.01% 2081
2017
Q2 		$1K Hold
40
– – ﹤0.01% 2030
2017
Q1 		$1K Hold
40
– – ﹤0.01% 2021
2016
Q4 		$1K Hold
40
– – ﹤0.01% 1996
2016
Q3 		$1K Hold
40
– – ﹤0.01% 1923
2016
Q2 		$1K Hold
40
– – ﹤0.01% 1770
2016
Q1 		$1K Buy
+40
New +$1.22K ﹤0.01% 1751

Other funds holding TGI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return