GWM
TPG icon

Geneos Wealth Management’s TPG TPG Stock Holding History

Geneos Wealth Management’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
Q2 		– Sell
-20
Closed -$949 – 3229
2025
Q1 		$949 Buy
20
+10
+100% +$583 ﹤0.01% 3051
2024
Q4 		$628 Hold
10
– – ﹤0.01% 2856
2024
Q3 		$576 Buy
+10
New +$493 ﹤0.01% 2538

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geneos Wealth Management's TPG Position: Q2 2025 in Review

Geneos Wealth Management sold out of TPG (TPG) in Q2 2025, closing a stake of 20 shares — an estimated $949 sold.

Geneos Wealth Management first reported a position in TPG in Q3 2024 and held it in 3 quarters. The position peaked at $949 in Q1 2025. 272 funds tracked by Wall St. Rank hold TPG as of Q2 2025.

  • Geneos Wealth Management reported no remaining TPG position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 20 TPG shares in Q2 2025, an estimated $949.
  • Geneos Wealth Management first reported a position in TPG in Q3 2024 and held it in 3 quarters.
  • Geneos Wealth Management's TPG position peaked at $949 in Q1 2025.
  • 272 funds tracked by Wall St. Rank held TPG as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.