GWM
TPH

Geneos Wealth Management’s Tri Pointe Homes TPH Stock Holding History

Geneos Wealth Management’s Portfolio TPH Stock Details TPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-61
Closed -$2.85K – 2534
2026
Q1 		$2.85K Sell
61
-7
-10% -$285 ﹤0.01% 2261
2025
Q4 		$2.14K Sell
68
-114
-63% -$3.71K ﹤0.01% 2305
2025
Q3 		$6.18K Buy
+182
New +$6.2K ﹤0.01% 2093
2025
Q2 		– Sell
-19
Closed -$1.6K – 3230
2025
Q1 		$1.6K Buy
+19
New +$648 ﹤0.01% 3004
2022
Q3 		– Sell
-262
Closed -$4K – 2546
2022
Q2 		$4K Sell
262
-5
-2% -$98 ﹤0.01% 2281
2022
Q1 		$5K Buy
267
+5
+2% +$116 ﹤0.01% 2362
2021
Q4 		$7K Hold
262
– – ﹤0.01% 2317
2021
Q3 		$5K Hold
262
– – ﹤0.01% 2473
2021
Q2 		$5K Hold
262
– – ﹤0.01% 2467
2021
Q1 		$6K Hold
262
– – ﹤0.01% 2618
2020
Q4 		$5K Buy
262
+137
+110% +$2.42K ﹤0.01% 2504
2020
Q3 		$2K Hold
125
– – ﹤0.01% 2453
2020
Q2 		$1K Hold
125
– – ﹤0.01% 2513
2020
Q1 		$1K Sell
125
-370
-75% -$5.41K ﹤0.01% 2428
2019
Q4 		$7K Hold
495
– – ﹤0.01% 2114
2019
Q3 		$7K Hold
495
– – ﹤0.01% 2025
2019
Q2 		$5K Sell
495
-1,725
-78% -$22.5K ﹤0.01% 2131
2019
Q1 		$28K Hold
2,220
– – ﹤0.01% 1423
2018
Q4 		$24K Buy
2,220
+845
+61% +$9.99K ﹤0.01% 1429
2018
Q3 		$17K Sell
1,375
-315
-19% -$4.66K ﹤0.01% 1660
2018
Q2 		$27K Buy
1,690
+720
+74% +$12.3K ﹤0.01% 1335
2018
Q1 		$15K Buy
970
+530
+120% +$9.1K ﹤0.01% 1512
2017
Q4 		$7K Hold
440
– – ﹤0.01% 1752
2017
Q3 		$6K Hold
440
– – ﹤0.01% 1730
2017
Q2 		$5K Hold
440
– – ﹤0.01% 1732
2017
Q1 		$5K Sell
440
-230
-34% -$2.82K ﹤0.01% 1694
2016
Q4 		$7K Hold
670
– – ﹤0.01% 1548
2016
Q3 		$8K Buy
670
+230
+52% +$3.04K ﹤0.01% 1459
2016
Q2 		$5K Hold
440
– – ﹤0.01% 1535
2016
Q1 		$5K Buy
+440
New +$4.65K ﹤0.01% 1505

Other funds holding TPH

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Geneos Wealth Management's TPH Position: Q2 2026 in Review

Geneos Wealth Management sold out of Tri Pointe Homes (TPH) in Q2 2026, closing a stake of 61 shares — an estimated $2.85K sold.

Geneos Wealth Management first reported a position in TPH in Q1 2016 and held it in 30 quarters. The position peaked at $28K in Q1 2019. 2 funds tracked by Wall St. Rank hold TPH as of Q2 2026.

  • Geneos Wealth Management reported no remaining Tri Pointe Homes position as of Q2 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 61 Tri Pointe Homes shares in Q2 2026, an estimated $2.85K.
  • Geneos Wealth Management first reported a position in Tri Pointe Homes in Q1 2016 and held it in 30 quarters.
  • Geneos Wealth Management's Tri Pointe Homes position peaked at $28K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Tri Pointe Homes as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.