GWM
TRIN icon

Geneos Wealth Management’s Trinity Capital TRIN Stock Holding History

Geneos Wealth Management’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Buy
17,312
+1,079
+7% +$16.7K 0.01% 885
2025
Q4 		$238K Buy
16,233
+8,399
+107% +$125K 0.01% 874
2025
Q3 		$121K Buy
7,834
+268
+4% +$4.15K ﹤0.01% 1062
2025
Q2 		$106K Sell
7,566
-6,638
-47% -$95.9K ﹤0.01% 1226
2025
Q1 		$215K Buy
+14,204
New +$221K ﹤0.01% 1203

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