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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 – – 2537
2022
Q2 		$0 Hold
40
– – ﹤0.01% 2789
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.38T AUM 44.17% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Triumph Group (TGI) in Q3 2022, closing a stake of 40 shares.

Geneos Wealth Management first reported a position in TGI in Q1 2016 and held it in 12 quarters. The position peaked at $1K in Q1 2022. 166 funds tracked by Wall St. Rank hold TGI as of Q3 2022.

  • Geneos Wealth Management reported no remaining Triumph Group position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 40 Triumph Group shares in Q3 2022.
  • Geneos Wealth Management first reported a position in Triumph Group in Q1 2016 and held it in 12 quarters.
  • Geneos Wealth Management's Triumph Group position peaked at $1K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Triumph Group as of Q3 2022.

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