Geneos Wealth Management
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
Q1 		– Sell
-10
Closed -$628 – 3148
2024
Q4 		$628 Hold
10
– – ﹤0.01% 2856
2024
Q3 		$576 Buy
+10
New +$493 ﹤0.01% 2538

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Geneos Wealth Management's TPG Position: Q1 2025 in Review

Geneos Wealth Management sold out of TPG (TPG) in Q1 2025, closing a stake of 10 shares — an estimated $628 sold.

Geneos Wealth Management first reported a position in TPG in Q3 2024 and held it in 2 quarters. The position peaked at $628 in Q4 2024. 250 funds tracked by Wall St. Rank hold TPG as of Q1 2025.

  • Geneos Wealth Management reported no remaining TPG position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 10 TPG shares in Q1 2025, an estimated $628.
  • Geneos Wealth Management first reported a position in TPG in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's TPG position peaked at $628 in Q4 2024.
  • 250 funds tracked by Wall St. Rank held TPG as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.