GeoWealth Management’s TransDigm Group TDG Stock Holding History

GeoWealth Management’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$282K	Buy	243 +9	+4%	+$11.8K	0.01%	628
2025 Q4	$311K	Buy	234 +4	+2%	+$5.24K	0.01%	558
2025 Q3	$303K	Sell	230 -3	-1%	-$4.29K	0.01%	587
2025 Q2	$354K	Sell	233 -4	-2%	-$5.62K	0.01%	501
2025 Q1	$328K	Sell	237 -36	-13%	-$48K	0.01%	526
2024 Q4	$346K	Sell	273 -106	-28%	-$140K	0.01%	579
2024 Q3	$541K	Sell	379 -66	-15%	-$85.8K	0.02%	454
2024 Q2	$569K	Buy	445 +73	+20%	+$93.6K	0.02%	398
2024 Q1	$458K	Sell	372 -13	-3%	-$14.6K	0.02%	460
2023 Q4	$389K	Buy	+385	New	+$355K	0.03%	375

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's TDG Position: Q1 2026 in Review

GeoWealth Management increased its TransDigm Group (TDG) stake by 3.8% in Q1 2026, buying an estimated $11.8K and bringing the position to 243 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #628.

GeoWealth Management first reported a position in TDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $569K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

GeoWealth Management held 243 shares of TransDigm Group worth $282K as of Q1 2026.
GeoWealth Management bought 9 TransDigm Group shares in Q1 2026, an estimated $11.8K.
TransDigm Group made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #628 holding.
GeoWealth Management first reported a position in TransDigm Group in Q4 2023 and has held it in 10 quarters since.
GeoWealth Management's TransDigm Group position peaked at $569K in Q2 2024.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.